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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,061 | $84,940-32.8% | $111,306-48.7% | $79,389-28.1% |
| Participation rate | 92.4% | 75.9%+16.5pp | 77.3%+15.0pp | 70.7%+21.7pp |
| Annual return | 14.33% | 17.45%-3.1pp | 54.67%-40.3pp | 116.89%-102.6pp |
| Employer contribution / active EE | $3,730 | $1,979+88.4% | $2,732+36.5% | $2,428+53.6% |
| Participant deferral / active EE | $0 | $3,889-100.0% | $4,488-100.0% | $4,046-100.0% |
| Admin fee / account holder | $0 | $537-99.9% | $7,966-100.0% | $626-99.9% |