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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,191 | $48,078+16.9% | $78,676-28.6% | $62,881-10.6% |
| Participation rate | 98.8% | 65.2%+33.6pp | 73.6%+25.2pp | 69.3%+29.5pp |
| Annual return | 11.77% | 31.36%-19.6pp | 62.19%-50.4pp | 20.14%-8.4pp |
| Employer contribution / active EE | $8,035 | $2,015+298.8% | $2,850+181.9% | $2,281+252.3% |
| Participant deferral / active EE | $0 | $2,587-100.0% | $3,517-100.0% | $3,203-100.0% |
| Admin fee / account holder | $0 | $3,206-100.0% | $4,510-100.0% | $4,296-100.0% |