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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,690 | $140,944-74.0% | $112,236-67.3% | $139,427-73.7% |
| Participation rate | 100.0% | 79.2%+20.8pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 14.80% | 32.71%-17.9pp | 30.20%-15.4pp | 373.27%-358.5pp |
| Employer contribution / active EE | $1,665 | $4,285-61.1% | $3,431-51.5% | $4,752-65.0% |
| Participant deferral / active EE | $2,144 | $5,876-63.5% | $4,799-55.3% | $6,711-68.1% |
| Admin fee / account holder | $279 | $9,954-97.2% | $7,749-96.4% | $11,404-97.5% |