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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,545 | $77,670-34.9% | $109,163-53.7% | $79,393-36.3% |
| Participation rate | 99.5% | 67.8%+31.7pp | 75.9%+23.6pp | 70.7%+28.8pp |
| Annual return | 32.19% | 23.44%+8.8pp | 25.75%+6.4pp | 116.87%-84.7pp |
| Employer contribution / active EE | $3,871 | $2,798+38.3% | $3,723+4.0% | $2,428+59.4% |
| Participant deferral / active EE | $0 | $3,518-100.0% | $4,654-100.0% | $4,046-100.0% |
| Admin fee / account holder | $1 | $732-99.8% | $6,754-100.0% | $627-99.8% |