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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,981 | $104,650-57.0% | $83,854-46.4% | $155,188-71.0% |
| Participation rate | 100.0% | 65.1%+34.9pp | 59.1%+40.9pp | 80.8%+19.2pp |
| Annual return | 23.01% | 28.97%-6.0pp | 31.39%-8.4pp | 148.84%-125.8pp |
| Employer contribution / active EE | $6,077 | $1,196+408.0% | $1,017+497.4% | $4,248+43.1% |
| Participant deferral / active EE | $12,750 | $2,367+438.6% | $2,035+526.5% | $6,531+95.2% |
| Admin fee / account holder | $147 | $3,518-95.8% | $3,197-95.4% | $14,480-99.0% |