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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,637 | $111,814-61.0% | $103,374-57.8% | $145,959-70.1% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 25.19% | 24.77%+0.4pp | 24.89%+0.3pp | 561.95%-536.8pp |
| Employer contribution / active EE | $9,307 | $4,214+120.9% | $3,869+140.5% | $4,661+99.7% |
| Participant deferral / active EE | $11,276 | $5,618+100.7% | $5,058+122.9% | $6,689+68.6% |
| Admin fee / account holder | $221 | $9,754-97.7% | $8,394-97.4% | $13,398-98.4% |