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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,975 | $165,939-49.4% | $122,354-31.4% | $147,586-43.1% |
| Participation rate | 93.8% | 79.6%+14.2pp | 71.6%+22.1pp | 82.8%+10.9pp |
| Annual return | 15.32% | 34.56%-19.2pp | 30.28%-15.0pp | 578.59%-563.3pp |
| Employer contribution / active EE | $7,945 | $5,754+38.1% | $4,051+96.1% | $4,876+62.9% |
| Participant deferral / active EE | $4,161 | $4,005+3.9% | $3,287+26.6% | $5,439-23.5% |
| Admin fee / account holder | $41 | $7,425-99.4% | $5,479-99.2% | $10,886-99.6% |