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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,352 | $74,089-21.2% | $133,975-56.4% | $55,167+5.8% |
| Participation rate | 99.5% | 84.3%+15.2pp | 87.1%+12.4pp | 69.0%+30.5pp |
| Annual return | 7.77% | 12.11%-4.3pp | 29.29%-21.5pp | 169.23%-161.5pp |
| Employer contribution / active EE | $2,665 | $3,064-13.0% | $5,211-48.9% | $1,963+35.8% |
| Participant deferral / active EE | $0 | $4,678-100.0% | $6,282-100.0% | $3,054-100.0% |
| Admin fee / account holder | $0 | $458-100.0% | $9,324-100.0% | $504-100.0% |