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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,363 | $92,219-74.7% | $76,768-69.6% | $135,379-82.7% |
| Participation rate | 80.0% | 79.8%+0.2pp | 77.0%+3.0pp | 82.6%-2.6pp |
| Annual return | 38.71% | 5.46%+33.3pp | 2.43%+36.3pp | 519.79%-481.1pp |
| Employer contribution / active EE | $5,271 | $3,216+63.9% | $2,485+112.1% | $4,779+10.3% |
| Participant deferral / active EE | $8,449 | $4,508+87.4% | $3,852+119.4% | $5,609+50.6% |
| Admin fee / account holder | $0 | $10,749-100.0% | $6,675-100.0% | $10,828-100.0% |