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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $130,943 | $105,856+23.7% | $90,161+45.2% | $147,586-11.3% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 10.58% | 37.63%-27.0pp | 34.89%-24.3pp | 578.59%-568.0pp |
| Employer contribution / active EE | $1,570 | $4,126-61.9% | $3,318-52.7% | $4,876-67.8% |
| Participant deferral / active EE | $5,207 | $5,733-9.2% | $5,287-1.5% | $5,439-4.3% |
| Admin fee / account holder | $208 | $8,046-97.4% | $5,943-96.5% | $10,886-98.1% |