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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,206 | $113,339-49.5% | $94,993-39.8% | $147,585-61.2% |
| Participation rate | 100.0% | 78.0%+22.0pp | 73.9%+26.1pp | 82.8%+17.2pp |
| Annual return | 20.84% | 20.77%+0.1pp | 27.12%-6.3pp | 578.57%-557.7pp |
| Employer contribution / active EE | $5,659 | $3,160+79.1% | $2,603+117.4% | $4,876+16.1% |
| Participant deferral / active EE | $9,850 | $3,777+160.8% | $3,317+196.9% | $5,439+81.1% |
| Admin fee / account holder | $197 | $6,063-96.8% | $4,960-96.0% | $10,885-98.2% |