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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,857 | $48,314+26.0% | $67,561-9.9% | $80,925-24.8% |
| Participation rate | 97.6% | 66.4%+31.2pp | 72.9%+24.7pp | 67.7%+30.0pp |
| Annual return | 14.62% | 18.28%-3.7pp | 3525.44%-3510.8pp | 35.65%-21.0pp |
| Employer contribution / active EE | $2,490 | $2,022+23.1% | $2,735-9.0% | $2,756-9.7% |
| Participant deferral / active EE | $3,095 | $2,927+5.8% | $4,003-22.7% | $4,299-28.0% |
| Admin fee / account holder | $0 | $3,690-100.0% | $4,006-100.0% | $6,940-100.0% |