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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,069 | $61,125-5.0% | $94,057-38.3% | $87,485-33.6% |
| Participation rate | 78.1% | 64.1%+14.1pp | 73.3%+4.8pp | 68.9%+9.2pp |
| Annual return | 24.95% | 35.20%-10.2pp | 480.62%-455.7pp | 26.06%-1.1pp |
| Employer contribution / active EE | $3,072 | $2,136+43.8% | $2,933+4.7% | $2,596+18.3% |
| Participant deferral / active EE | $7,442 | $3,260+128.3% | $4,709+58.0% | $4,274+74.1% |
| Admin fee / account holder | $71 | $5,629-98.7% | $7,244-99.0% | $7,775-99.1% |