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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,364 | $24,891+126.4% | $69,632-19.1% | $74,478-24.3% |
| Participation rate | 97.0% | 63.4%+33.6pp | 66.4%+30.6pp | 67.2%+29.8pp |
| Annual return | 14.33% | 18.53%-4.2pp | 101.32%-87.0pp | 1370.56%-1356.2pp |
| Employer contribution / active EE | $2,315 | $1,005+130.3% | $1,708+35.5% | $2,626-11.8% |
| Participant deferral / active EE | $15,126 | $1,908+692.7% | $2,889+423.6% | $4,350+247.7% |
| Admin fee / account holder | $1 | $1,904-99.9% | $4,695-100.0% | $1,946-100.0% |