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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,992 | $105,929-66.0% | $81,926-56.1% | $158,950-77.4% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.0%+28.0pp | 82.0%+18.0pp |
| Annual return | 12.76% | 38.19%-25.4pp | 29.49%-16.7pp | 302.91%-290.2pp |
| Employer contribution / active EE | $3,198 | $7,802-59.0% | $4,310-25.8% | $4,762-32.9% |
| Participant deferral / active EE | $6,115 | $13,007-53.0% | $7,108-14.0% | $5,983+2.2% |
| Admin fee / account holder | $0 | $8,492-100.0% | $5,159-100.0% | $11,248-100.0% |