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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,789 | $117,846-67.1% | $102,434-62.1% | $145,884-73.4% |
| Participation rate | 93.3% | 78.6%+14.7pp | 76.5%+16.8pp | 80.3%+13.0pp |
| Annual return | 12.70% | 31.90%-19.2pp | 29.46%-16.8pp | 551.85%-539.1pp |
| Employer contribution / active EE | $2,204 | $3,615-39.0% | $3,023-27.1% | $4,662-52.7% |
| Participant deferral / active EE | $3,556 | $5,733-38.0% | $5,055-29.6% | $6,690-46.8% |
| Admin fee / account holder | $129 | $13,356-99.0% | $9,462-98.6% | $13,392-99.0% |