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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,844 | $64,348-49.0% | $90,162-63.6% | $70,131-53.2% |
| Participation rate | 100.0% | 70.4%+29.6pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 23.67% | 28.13%-4.5pp | 34.88%-11.2pp | 73.14%-49.5pp |
| Employer contribution / active EE | $5,473 | $2,046+167.6% | $3,318+65.0% | $2,342+133.7% |
| Participant deferral / active EE | $3,523 | $4,389-19.7% | $5,287-33.4% | $3,332+5.7% |
| Admin fee / account holder | $177 | $3,944-95.5% | $5,943-97.0% | $4,645-96.2% |