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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,378 | $76,696-63.0% | $96,538-70.6% | $71,529-60.3% |
| Participation rate | 95.8% | 66.6%+29.2pp | 74.3%+21.4pp | 67.9%+27.8pp |
| Annual return | 72.00% | 48.32%+23.7pp | 35.74%+36.3pp | 28.97%+43.0pp |
| Employer contribution / active EE | $2,977 | $3,032-1.8% | $3,740-20.4% | $2,590+14.9% |
| Participant deferral / active EE | $0 | $3,770-100.0% | $4,880-100.0% | $4,291-100.0% |
| Admin fee / account holder | $0 | $2,030-100.0% | $6,737-100.0% | $1,588-100.0% |