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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,240 | $115,911-51.5% | $100,530-44.1% | $158,950-64.6% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 15.62% | 34.80%-19.2pp | 30.89%-15.3pp | 302.91%-287.3pp |
| Employer contribution / active EE | $998 | $4,104-75.7% | $3,418-70.8% | $4,762-79.0% |
| Participant deferral / active EE | $2,568 | $6,676-61.5% | $6,271-59.1% | $5,983-57.1% |
| Admin fee / account holder | $60 | $10,999-99.5% | $8,083-99.3% | $11,248-99.5% |