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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,285 | $107,809-67.3% | $97,032-63.6% | $155,188-77.3% |
| Participation rate | 100.0% | 75.5%+24.5pp | 71.6%+28.4pp | 80.8%+19.2pp |
| Annual return | 13.60% | 38.06%-24.5pp | 35.38%-21.8pp | 148.84%-135.2pp |
| Employer contribution / active EE | $5,974 | $2,911+105.2% | $2,629+127.3% | $4,248+40.6% |
| Participant deferral / active EE | $2,782 | $5,129-45.8% | $4,672-40.5% | $6,531-57.4% |
| Admin fee / account holder | $8 | $10,717-99.9% | $9,418-99.9% | $14,480-99.9% |