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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,425 | $80,983-45.1% | $96,544-54.0% | $75,177-40.9% |
| Participation rate | 100.0% | 71.8%+28.2pp | 76.0%+24.0pp | 67.2%+32.8pp |
| Annual return | 21.20% | 27.05%-5.8pp | 25.88%-4.7pp | 160.75%-139.5pp |
| Employer contribution / active EE | $4,238 | $2,282+85.7% | $2,966+42.9% | $2,671+58.7% |
| Participant deferral / active EE | $0 | $3,929-100.0% | $4,851-100.0% | $4,126-100.0% |
| Admin fee / account holder | $17 | $6,717-99.8% | $8,254-99.8% | $5,651-99.7% |