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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,089 | $88,324-24.0% | $115,038-41.7% | $55,191+21.6% |
| Participation rate | 100.0% | 72.5%+27.5pp | 81.4%+18.6pp | 69.2%+30.8pp |
| Annual return | 8.97% | 6.30%+2.7pp | 26.14%-17.2pp | 10.78%-1.8pp |
| Employer contribution / active EE | $3,680 | $2,805+31.2% | $4,608-20.1% | $1,899+93.8% |
| Participant deferral / active EE | $0 | $5,042-100.0% | $6,026-100.0% | $3,046-100.0% |
| Admin fee / account holder | $0 | $105-100.0% | $8,175-100.0% | $91-100.0% |