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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,644 | $152,619-65.5% | $125,195-58.0% | $152,909-65.6% |
| Participation rate | 83.3% | 83.3%0pp | 79.8%+3.6pp | 82.5%+0.9pp |
| Annual return | 24.70% | 54.85%-30.1pp | 43.79%-19.1pp | 345.46%-320.8pp |
| Employer contribution / active EE | $5,983 | $4,947+20.9% | $3,866+54.8% | $4,764+25.6% |
| Participant deferral / active EE | $8,435 | $5,869+43.7% | $4,937+70.8% | $5,851+44.2% |
| Admin fee / account holder | $0 | $13,437-100.0% | $9,704-100.0% | $11,601-100.0% |