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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,847 | $91,037-74.9% | $71,671-68.1% | $147,585-84.5% |
| Participation rate | 75.0% | 76.1%-1.1pp | 68.7%+6.3pp | 82.8%-7.8pp |
| Annual return | 14.39% | 20.48%-6.1pp | 20.65%-6.3pp | 578.57%-564.2pp |
| Employer contribution / active EE | $2,883 | $3,327-13.3% | $2,460+17.2% | $4,876-40.9% |
| Participant deferral / active EE | $5,291 | $4,498+17.6% | $3,438+53.9% | $5,439-2.7% |
| Admin fee / account holder | $0 | $8,613-100.0% | $5,558-100.0% | $10,885-100.0% |