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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,122 | $117,904-52.4% | $102,457-45.2% | $145,978-61.6% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 10.05% | 31.80%-21.7pp | 29.41%-19.4pp | 550.52%-540.5pp |
| Employer contribution / active EE | $3,203 | $3,613-11.4% | $3,022+6.0% | $4,662-31.3% |
| Participant deferral / active EE | $4,452 | $5,733-22.4% | $5,054-11.9% | $6,690-33.5% |
| Admin fee / account holder | $33 | $13,329-99.7% | $9,451-99.6% | $13,400-99.8% |