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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,860 | $77,707-60.3% | $70,160-56.0% | $139,487-77.9% |
| Participation rate | 100.0% | 83.1%+16.9pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 19.94% | 19.30%+0.6pp | 19.08%+0.9pp | 373.84%-353.9pp |
| Employer contribution / active EE | $5,661 | $4,986+13.5% | $4,285+32.1% | $4,755+19.1% |
| Participant deferral / active EE | $3,874 | $6,443-39.9% | $5,394-28.2% | $6,713-42.3% |
| Admin fee / account holder | $51 | $5,397-99.1% | $4,582-98.9% | $11,407-99.6% |