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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,261 | $77,638-18.5% | $156,551-59.6% | $62,881+0.6% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | 6.53% | 50.33%-43.8pp | 32.23%-25.7pp | 20.14%-13.6pp |
| Employer contribution / active EE | $4,649 | $3,444+35.0% | $5,501-15.5% | $2,281+103.8% |
| Participant deferral / active EE | $4,429 | $3,046+45.4% | $4,871-9.1% | $3,203+38.3% |
| Admin fee / account holder | $0 | $5,561-100.0% | $13,028-100.0% | $4,296-100.0% |