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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,895 | $98,240-37.0% | $82,313-24.8% | $147,585-58.1% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 28.05% | 30.85%-2.8pp | 25.88%+2.2pp | 578.58%-550.5pp |
| Employer contribution / active EE | $3,239 | $3,192+1.5% | $2,428+33.4% | $4,876-33.6% |
| Participant deferral / active EE | $11,043 | $4,383+151.9% | $3,706+198.0% | $5,439+103.1% |
| Admin fee / account holder | $0 | $8,563-100.0% | $5,608-100.0% | $10,886-100.0% |