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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,827 | $90,486-35.0% | $78,676-25.2% | $273,972-78.5% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 6.33% | 75.62%-69.3pp | 62.19%-55.9pp | 41.46%-35.1pp |
| Employer contribution / active EE | $4,111 | $3,175+29.5% | $2,850+44.2% | $4,869-15.6% |
| Participant deferral / active EE | $2,899 | $3,901-25.7% | $3,517-17.6% | $5,287-45.2% |
| Admin fee / account holder | $127 | $5,263-97.6% | $4,510-97.2% | $10,133-98.7% |