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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,192 | $105,856-66.8% | $90,161-61.0% | $147,586-76.2% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 25.17% | 37.63%-12.5pp | 34.89%-9.7pp | 578.59%-553.4pp |
| Employer contribution / active EE | $2,439 | $4,126-40.9% | $3,318-26.5% | $4,876-50.0% |
| Participant deferral / active EE | $10,007 | $5,733+74.6% | $5,287+89.3% | $5,439+84.0% |
| Admin fee / account holder | $167 | $8,046-97.9% | $5,943-97.2% | $10,886-98.5% |