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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,986 | $91,760+10.1% | $156,181-35.3% | $67,986+48.5% |
| Participation rate | 100.0% | 65.0%+35.0pp | 78.8%+21.2pp | 57.2%+42.8pp |
| Annual return | 13.35% | 18.14%-4.8pp | 64.87%-51.5pp | 31.67%-18.3pp |
| Employer contribution / active EE | $605 | $2,419-75.0% | $4,294-85.9% | $2,019-70.0% |
| Participant deferral / active EE | $3,636 | $3,960-8.2% | $6,132-40.7% | $3,358+8.3% |
| Admin fee / account holder | $0 | $3,949-100.0% | $14,586-100.0% | $3,203-100.0% |