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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,498 | $117,829-76.7% | $102,423-73.2% | $145,877-81.1% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 27.65% | 31.83%-4.2pp | 29.42%-1.8pp | 551.28%-523.6pp |
| Employer contribution / active EE | $3,849 | $3,615+6.5% | $3,023+27.3% | $4,663-17.5% |
| Participant deferral / active EE | $6,427 | $5,732+12.1% | $5,054+27.2% | $6,691-3.9% |
| Admin fee / account holder | $204 | $13,335-98.5% | $9,455-97.8% | $13,402-98.5% |