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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,904 | $101,063-63.5% | $81,473-54.7% | $147,586-75.0% |
| Participation rate | 100.0% | 74.5%+25.5pp | 68.0%+32.0pp | 82.8%+17.2pp |
| Annual return | 16.03% | 32.41%-16.4pp | 38.78%-22.7pp | 578.59%-562.6pp |
| Employer contribution / active EE | $6,628 | $3,206+106.8% | $2,568+158.1% | $4,876+35.9% |
| Participant deferral / active EE | $4,756 | $4,242+12.1% | $3,537+34.5% | $5,439-12.6% |
| Admin fee / account holder | $0 | $5,812-100.0% | $4,561-100.0% | $10,886-100.0% |