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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,003 | $104,664-23.6% | $85,693-6.6% | $167,518-52.2% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.9%+30.1pp | 82.1%+17.9pp |
| Annual return | 13.86% | 21.45%-7.6pp | 21.49%-7.6pp | 478.71%-464.9pp |
| Employer contribution / active EE | $5,096 | $3,337+52.7% | $2,618+94.7% | $4,838+5.3% |
| Participant deferral / active EE | $5,429 | $4,824+12.5% | $3,923+38.4% | $6,342-14.4% |
| Admin fee / account holder | $16 | $10,032-99.8% | $6,874-99.8% | $12,312-99.9% |