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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,506 | $78,670-54.9% | $109,173-67.5% | $85,847-58.6% |
| Participation rate | 100.0% | 68.3%+31.7pp | 75.9%+24.1pp | 69.3%+30.7pp |
| Annual return | 15.45% | 25.09%-9.6pp | 25.75%-10.3pp | 318.61%-303.2pp |
| Employer contribution / active EE | $2,400 | $2,734-12.2% | $3,723-35.5% | $2,565-6.4% |
| Participant deferral / active EE | $6,522 | $3,467+88.1% | $4,654+40.1% | $3,952+65.0% |
| Admin fee / account holder | $244 | $5,469-95.5% | $6,755-96.4% | $6,261-96.1% |