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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,629 | $102,429-40.8% | $147,096-58.8% | $80,925-25.1% |
| Participation rate | 84.8% | 75.9%+9.0pp | 82.2%+2.7pp | 67.7%+17.2pp |
| Annual return | 13.00% | 135.02%-122.0pp | 419.75%-406.8pp | 35.65%-22.7pp |
| Employer contribution / active EE | $5,631 | $3,716+51.6% | $4,936+14.1% | $2,756+104.3% |
| Participant deferral / active EE | $6,739 | $6,649+1.4% | $8,071-16.5% | $4,299+56.8% |
| Admin fee / account holder | $89 | $7,957-98.9% | $13,005-99.3% | $6,940-98.7% |