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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,365 | $112,729-83.7% | $98,716-81.4% | $137,256-86.6% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 27.80% | 38.48%-10.7pp | 31.81%-4.0pp | 220.34%-192.5pp |
| Employer contribution / active EE | $4,491 | $2,725+64.8% | $2,279+97.1% | $4,156+8.1% |
| Participant deferral / active EE | $5,601 | $4,640+20.7% | $4,048+38.4% | $6,407-12.6% |
| Admin fee / account holder | $236 | $10,129-97.7% | $8,703-97.3% | $12,270-98.1% |