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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,861 | $79,955-55.1% | $98,450-63.6% | $75,181-52.3% |
| Participation rate | 100.0% | 70.4%+29.6pp | 75.2%+24.8pp | 67.2%+32.8pp |
| Annual return | 17.97% | 19.75%-1.8pp | 21.16%-3.2pp | 160.69%-142.7pp |
| Employer contribution / active EE | $5,419 | $2,264+139.3% | $3,049+77.7% | $2,671+102.9% |
| Participant deferral / active EE | $4,198 | $3,752+11.9% | $4,739-11.4% | $4,126+1.8% |
| Admin fee / account holder | $274 | $6,841-96.0% | $8,961-96.9% | $5,650-95.1% |