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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,543 | $75,935-20.3% | $60,5470% | $125,389-51.7% |
| Participation rate | 90.9% | 76.5%+14.4pp | 68.0%+22.9pp | 83.2%+7.7pp |
| Annual return | 2.96% | -5.38%+8.3pp | 335.64%-332.7pp | 282.24%-279.3pp |
| Employer contribution / active EE | $5,580 | $3,438+62.3% | $2,419+130.7% | $4,866+14.7% |
| Participant deferral / active EE | $7,691 | $4,506+70.7% | $3,328+131.1% | $5,352+43.7% |
| Admin fee / account holder | $167 | $6,768-97.5% | $4,536-96.3% | $9,541-98.2% |