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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,187 | $149,778-77.2% | $118,946-71.3% | $158,966-78.5% |
| Participation rate | 100.0% | 82.1%+17.9pp | 75.4%+24.6pp | 82.0%+18.0pp |
| Annual return | 20.62% | 19.95%+0.7pp | 35.89%-15.3pp | 302.95%-282.3pp |
| Employer contribution / active EE | $3,646 | $4,117-11.5% | $3,263+11.7% | $4,762-23.5% |
| Participant deferral / active EE | $8,274 | $5,225+58.4% | $4,266+94.0% | $5,983+38.3% |
| Admin fee / account holder | $240 | $8,604-97.2% | $6,581-96.4% | $11,250-97.9% |