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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,026 | $48,327+32.5% | $67,575-5.3% | $80,935-20.9% |
| Participation rate | 98.9% | 66.4%+32.5pp | 72.9%+25.9pp | 67.7%+31.2pp |
| Annual return | 11.96% | 18.31%-6.4pp | 3528.98%-3517.0pp | 35.66%-23.7pp |
| Employer contribution / active EE | $5,731 | $2,022+183.4% | $2,736+109.5% | $2,757+107.9% |
| Participant deferral / active EE | $2,650 | $2,927-9.5% | $4,003-33.8% | $4,299-38.4% |
| Admin fee / account holder | $1 | $3,692-100.0% | $3,993-100.0% | $6,924-100.0% |