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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,011 | $212,777-56.8% | $173,703-47.0% | $198,609-53.7% |
| Participation rate | 100.0% | 81.1%+18.9pp | 75.9%+24.1pp | 82.4%+17.6pp |
| Annual return | 15.55% | 18.82%-3.3pp | 17.46%-1.9pp | 202.70%-187.1pp |
| Employer contribution / active EE | $3,407 | $5,214-34.7% | $4,288-20.5% | $5,055-32.6% |
| Participant deferral / active EE | $15,500 | $5,697+172.1% | $4,854+219.3% | $6,977+122.2% |
| Admin fee / account holder | $14 | $19,536-99.9% | $15,562-99.9% | $19,030-99.9% |