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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,764 | $77,905-60.5% | $149,682-79.4% | $75,173-59.1% |
| Participation rate | 95.7% | 65.6%+30.2pp | 78.8%+17.0pp | 67.2%+28.5pp |
| Annual return | 19.40% | 31.72%-12.3pp | 134.35%-115.0pp | 160.65%-141.3pp |
| Employer contribution / active EE | $2,993 | $3,138-4.6% | $4,818-37.9% | $2,670+12.1% |
| Participant deferral / active EE | $0 | $3,411-100.0% | $5,681-100.0% | $4,126-100.0% |
| Admin fee / account holder | $170 | $5,957-97.2% | $13,210-98.7% | $5,651-97.0% |