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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,062 | $40,263+66.6% | $57,347+16.9% | $59,632+12.5% |
| Participation rate | 100.0% | 69.2%+30.8pp | 75.1%+24.9pp | 68.7%+31.3pp |
| Annual return | 1.83% | 27.50%-25.7pp | 24.40%-22.6pp | 2041.32%-2039.5pp |
| Employer contribution / active EE | $5,689 | $1,922+196.0% | $2,689+111.6% | $2,203+158.3% |
| Participant deferral / active EE | $0 | $2,400-100.0% | $3,162-100.0% | $3,192-100.0% |
| Admin fee / account holder | $128 | $2,819-95.5% | $3,356-96.2% | $4,297-97.0% |