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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,789 | $104,251-56.1% | $91,004-49.7% | $147,586-69.0% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.6%+24.4pp | 82.8%+17.2pp |
| Annual return | 14.84% | 27.06%-12.2pp | 4.60%+10.2pp | 578.59%-563.8pp |
| Employer contribution / active EE | $2,031 | $3,116-34.8% | $2,456-17.3% | $4,876-58.4% |
| Participant deferral / active EE | $5,736 | $4,195+36.7% | $3,548+61.7% | $5,439+5.5% |
| Admin fee / account holder | $272 | $8,948-97.0% | $5,417-95.0% | $10,886-97.5% |