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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,476 | $117,846-64.0% | $102,434-58.5% | $145,884-70.9% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 8.77% | 31.90%-23.1pp | 29.46%-20.7pp | 551.85%-543.1pp |
| Employer contribution / active EE | $6,489 | $3,615+79.5% | $3,023+114.7% | $4,662+39.2% |
| Participant deferral / active EE | $3,600 | $5,733-37.2% | $5,055-28.8% | $6,690-46.2% |
| Admin fee / account holder | $194 | $13,356-98.5% | $9,462-97.9% | $13,392-98.6% |