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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,014 | $69,248-46.5% | $64,101-42.3% | $139,466-73.5% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 17.19% | 45.95%-28.8pp | 33.72%-16.5pp | 373.66%-356.5pp |
| Employer contribution / active EE | $1,076 | $3,185-66.2% | $2,749-60.9% | $4,754-77.4% |
| Participant deferral / active EE | $4,456 | $4,682-4.8% | $3,881+14.8% | $6,712-33.6% |
| Admin fee / account holder | $0 | $4,247-100.0% | $3,070-100.0% | $11,409-100.0% |