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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,456 | $85,060-33.6% | $70,548-20.0% | $139,456-59.5% |
| Participation rate | 100.0% | 73.9%+26.1pp | 68.3%+31.7pp | 80.3%+19.7pp |
| Annual return | 16.27% | 30.38%-14.1pp | 32.78%-16.5pp | 373.45%-357.2pp |
| Employer contribution / active EE | $2,647 | $3,911-32.3% | $2,975-11.0% | $4,753-44.3% |
| Participant deferral / active EE | $5,116 | $5,890-13.1% | $4,567+12.0% | $6,711-23.8% |
| Admin fee / account holder | $7 | $8,925-99.9% | $6,424-99.9% | $11,407-99.9% |