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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,015 | $90,509+5.0% | $78,693+20.7% | $273,968-65.3% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 7.45% | 75.61%-68.2pp | 62.18%-54.7pp | 41.45%-34.0pp |
| Employer contribution / active EE | $5,811 | $3,175+83.0% | $2,850+103.9% | $4,869+19.4% |
| Participant deferral / active EE | $6,185 | $3,901+58.5% | $3,517+75.9% | $5,287+17.0% |
| Admin fee / account holder | $0 | $5,264-100.0% | $4,511-100.0% | $10,132-100.0% |