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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,589 | $69,774+9.8% | $67,561+13.4% | $74,429+2.9% |
| Participation rate | 99.4% | 71.4%+28.1pp | 72.9%+26.5pp | 67.2%+32.2pp |
| Annual return | 12.76% | -40.53%+53.3pp | 3525.44%-3512.7pp | 1368.38%-1355.6pp |
| Employer contribution / active EE | $1,837 | $2,710-32.2% | $2,735-32.8% | $2,625-30.0% |
| Participant deferral / active EE | $3,299 | $3,636-9.3% | $4,003-17.6% | $4,348-24.1% |
| Admin fee / account holder | $63 | $890-92.9% | $4,006-98.4% | $1,944-96.8% |