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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,111 | $124,330-79.8% | $109,173-77.0% | $167,536-85.0% |
| Participation rate | 92.3% | 79.5%+12.9pp | 75.9%+16.4pp | 82.1%+10.2pp |
| Annual return | 35.09% | 26.04%+9.0pp | 25.75%+9.3pp | 478.82%-443.7pp |
| Employer contribution / active EE | $2,002 | $4,209-52.4% | $3,723-46.2% | $4,839-58.6% |
| Participant deferral / active EE | $3,806 | $5,256-27.6% | $4,654-18.2% | $6,342-40.0% |
| Admin fee / account holder | $3 | $7,974-100.0% | $6,755-100.0% | $12,315-100.0% |