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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,573 | $83,337+2.7% | $67,834+26.2% | $273,972-68.8% |
| Participation rate | 100.0% | 76.4%+23.6pp | 68.8%+31.2pp | 83.0%+17.0pp |
| Annual return | 6.98% | 259.45%-252.5pp | 138.47%-131.5pp | 41.46%-34.5pp |
| Employer contribution / active EE | $3,763 | $3,287+14.5% | $2,403+56.6% | $4,869-22.7% |
| Participant deferral / active EE | $6,697 | $4,088+63.8% | $3,160+112.0% | $5,287+26.7% |
| Admin fee / account holder | $22 | $6,752-99.7% | $4,622-99.5% | $10,133-99.8% |