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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,281 | $81,233-60.3% | $155,567-79.2% | $80,874-60.1% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 10.94% | 33.33%-22.4pp | 64.74%-53.8pp | 35.62%-24.7pp |
| Employer contribution / active EE | $4,518 | $3,101+45.7% | $4,674-3.3% | $2,756+64.0% |
| Participant deferral / active EE | $4,343 | $3,452+25.8% | $5,628-22.8% | $4,297+1.1% |
| Admin fee / account holder | $243 | $7,998-97.0% | $15,916-98.5% | $6,935-96.5% |