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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,517 | $89,438+7.9% | $164,928-41.5% | $77,692+24.2% |
| Participation rate | 100.0% | 78.6%+21.4pp | 78.6%+21.4pp | 70.6%+29.4pp |
| Annual return | 13.75% | 28.82%-15.1pp | 70.08%-56.3pp | 31.25%-17.5pp |
| Employer contribution / active EE | $3,838 | $2,567+49.5% | $4,343-11.6% | $2,726+40.8% |
| Participant deferral / active EE | $0 | $4,901-100.0% | $6,034-100.0% | $4,648-100.0% |
| Admin fee / account holder | $0 | $340-100.0% | $12,684-100.0% | $431-100.0% |