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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $130,551 | $103,949+25.6% | $69,182+88.7% | $273,972-52.3% |
| Participation rate | 100.0% | 67.4%+32.6pp | 55.1%+44.9pp | 83.0%+17.0pp |
| Annual return | 6.92% | 35.28%-28.4pp | -21.93%+28.9pp | 41.46%-34.5pp |
| Employer contribution / active EE | $5,000 | $1,783+180.4% | $1,206+314.5% | $4,869+2.7% |
| Participant deferral / active EE | $6,373 | $2,716+134.6% | $1,897+236.0% | $5,287+20.5% |
| Admin fee / account holder | $0 | $3,671-100.0% | $2,697-100.0% | $10,133-100.0% |