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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,381 | $124,980-63.7% | $108,359-58.1% | $154,746-70.7% |
| Participation rate | 100.0% | 75.2%+24.8pp | 70.1%+29.9pp | 80.7%+19.3pp |
| Annual return | 17.78% | 45.00%-27.2pp | 36.89%-19.1pp | 172.34%-154.6pp |
| Employer contribution / active EE | $2,004 | $2,851-29.7% | $2,399-16.5% | $4,379-54.2% |
| Participant deferral / active EE | $15,500 | $4,743+226.8% | $4,137+274.7% | $6,730+130.3% |
| Admin fee / account holder | $0 | $11,502-100.0% | $9,741-100.0% | $14,365-100.0% |