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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $116,256 | $93,346+24.5% | $71,796+61.9% | $273,972-57.6% |
| Participation rate | 87.5% | 76.5%+11.0pp | 69.1%+18.4pp | 83.0%+4.5pp |
| Annual return | 3.27% | 130.39%-127.1pp | 78.04%-74.8pp | 41.46%-38.2pp |
| Employer contribution / active EE | $4,855 | $2,733+77.6% | $1,924+152.3% | $4,869-0.3% |
| Participant deferral / active EE | $0 | $3,475-100.0% | $2,794-100.0% | $5,287-100.0% |
| Admin fee / account holder | $51 | $6,571-99.2% | $4,815-98.9% | $10,133-99.5% |