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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,640 | $107,015-47.1% | $73,545-23.0% | $147,585-61.6% |
| Participation rate | 80.0% | 66.4%+13.6pp | 54.9%+25.1pp | 82.8%-2.8pp |
| Annual return | 8.34% | 38.25%-29.9pp | -15.16%+23.5pp | 578.57%-570.2pp |
| Employer contribution / active EE | $4,310 | $1,760+144.9% | $1,219+253.5% | $4,876-11.6% |
| Participant deferral / active EE | $3,027 | $2,462+23.0% | $1,806+67.6% | $5,439-44.3% |
| Admin fee / account holder | $0 | $3,055-100.0% | $2,320-100.0% | $10,885-100.0% |