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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,271 | $48,078-30.8% | $78,676-57.7% | $62,881-47.1% |
| Participation rate | 95.9% | 65.2%+30.7pp | 73.6%+22.4pp | 69.3%+26.6pp |
| Annual return | 6.08% | 31.36%-25.3pp | 62.19%-56.1pp | 20.14%-14.1pp |
| Employer contribution / active EE | $4,733 | $2,015+135.0% | $2,850+66.1% | $2,281+107.5% |
| Participant deferral / active EE | $0 | $2,587-100.0% | $3,517-100.0% | $3,203-100.0% |
| Admin fee / account holder | $189 | $3,206-94.1% | $4,510-95.8% | $4,296-95.6% |