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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,768 | $127,296-75.8% | $109,907-72.0% | $167,536-81.6% |
| Participation rate | 92.3% | 77.9%+14.4pp | 74.2%+18.1pp | 82.1%+10.2pp |
| Annual return | 17.21% | 22.97%-5.8pp | 29.46%-12.2pp | 478.82%-461.6pp |
| Employer contribution / active EE | $4,923 | $3,325+48.1% | $2,844+73.1% | $4,839+1.7% |
| Participant deferral / active EE | $3,630 | $4,513-19.6% | $4,047-10.3% | $6,342-42.8% |
| Admin fee / account holder | $0 | $7,119-100.0% | $6,069-100.0% | $12,315-100.0% |