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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,893 | $110,410-75.6% | $102,437-73.7% | $145,897-81.6% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 16.13% | 24.85%-8.7pp | 24.95%-8.8pp | 552.29%-536.2pp |
| Employer contribution / active EE | $3,945 | $4,217-6.5% | $3,871+1.9% | $4,663-15.4% |
| Participant deferral / active EE | $8,600 | $5,622+53.0% | $5,060+70.0% | $6,689+28.6% |
| Admin fee / account holder | $38 | $9,745-99.6% | $8,388-99.5% | $13,390-99.7% |