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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,466 | $127,296-55.6% | $109,907-48.6% | $167,536-66.3% |
| Participation rate | 91.7% | 77.9%+13.8pp | 74.2%+17.4pp | 82.1%+9.6pp |
| Annual return | 13.78% | 22.97%-9.2pp | 29.46%-15.7pp | 478.82%-465.0pp |
| Employer contribution / active EE | $4,887 | $3,325+47.0% | $2,844+71.8% | $4,839+1.0% |
| Participant deferral / active EE | $8,201 | $4,513+81.7% | $4,047+102.7% | $6,342+29.3% |
| Admin fee / account holder | $0 | $7,119-100.0% | $6,069-100.0% | $12,315-100.0% |