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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,332 | $141,001-72.8% | $112,228-65.8% | $139,487-72.5% |
| Participation rate | 100.0% | 79.2%+20.8pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 11.52% | 32.75%-21.2pp | 30.23%-18.7pp | 373.84%-362.3pp |
| Employer contribution / active EE | $7,902 | $4,285+84.4% | $3,432+130.3% | $4,755+66.2% |
| Participant deferral / active EE | $2,727 | $5,877-53.6% | $4,800-43.2% | $6,713-59.4% |
| Admin fee / account holder | $0 | $9,959-100.0% | $7,752-100.0% | $11,407-100.0% |