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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,807 | $103,392-70.2% | $87,104-64.6% | $152,897-79.9% |
| Participation rate | 85.7% | 79.4%+6.4pp | 76.9%+8.8pp | 82.5%+3.3pp |
| Annual return | 29.04% | 28.10%+0.9pp | 28.19%+0.8pp | 345.43%-316.4pp |
| Employer contribution / active EE | $2,407 | $3,221-25.3% | $2,521-4.5% | $4,764-49.5% |
| Participant deferral / active EE | $9,084 | $4,778+90.1% | $4,048+124.4% | $5,851+55.2% |
| Admin fee / account holder | $0 | $12,194-100.0% | $7,491-100.0% | $11,599-100.0% |