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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,158 | $59,584-2.4% | $86,615-32.9% | $79,391-26.7% |
| Participation rate | 94.8% | 67.7%+27.2pp | 71.6%+23.2pp | 70.7%+24.1pp |
| Annual return | 35.11% | 23.15%+12.0pp | 63.51%-28.4pp | 116.88%-81.8pp |
| Employer contribution / active EE | $4,855 | $1,768+174.6% | $2,496+94.5% | $2,428+100.0% |
| Participant deferral / active EE | $0 | $3,036-100.0% | $3,699-100.0% | $4,046-100.0% |
| Admin fee / account holder | $0 | $604-100.0% | $5,830-100.0% | $627-100.0% |