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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $126,065 | $61,391+105.3% | $149,723-15.8% | $71,529+76.2% |
| Participation rate | 97.8% | 62.5%+35.2pp | 78.8%+19.0pp | 67.9%+29.8pp |
| Annual return | 28.98% | 35.88%-6.9pp | 134.50%-105.5pp | 28.97%0pp |
| Employer contribution / active EE | $3,731 | $2,384+56.5% | $4,821-22.6% | $2,590+44.1% |
| Participant deferral / active EE | $0 | $2,921-100.0% | $5,682-100.0% | $4,291-100.0% |
| Admin fee / account holder | $0 | $1,264-100.0% | $13,215-100.0% | $1,588-100.0% |