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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,826 | $65,862-18.3% | $124,694-56.8% | $79,389-32.2% |
| Participation rate | 96.1% | 62.2%+33.8pp | 74.6%+21.5pp | 70.7%+25.4pp |
| Annual return | 13.87% | 19.02%-5.2pp | 5144.82%-5131.0pp | 116.89%-103.0pp |
| Employer contribution / active EE | $2,063 | $1,883+9.5% | $3,325-38.0% | $2,428-15.0% |
| Participant deferral / active EE | $4,291 | $2,772+54.8% | $4,615-7.0% | $4,046+6.0% |
| Admin fee / account holder | $0 | $673-100.0% | $7,495-100.0% | $626-100.0% |