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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,693 | $93,182-45.6% | $146,643-65.4% | $79,391-36.1% |
| Participation rate | 99.4% | 76.4%+23.0pp | 80.1%+19.3pp | 70.7%+28.7pp |
| Annual return | 14.03% | 21.61%-7.6pp | 22.75%-8.7pp | 116.88%-102.9pp |
| Employer contribution / active EE | $5,388 | $2,420+122.7% | $4,137+30.2% | $2,428+121.9% |
| Participant deferral / active EE | $0 | $4,169-100.0% | $5,506-100.0% | $4,046-100.0% |
| Admin fee / account holder | $0 | $585-100.0% | $10,280-100.0% | $627-100.0% |