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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,376 | $88,996-55.8% | $78,004-49.5% | $138,895-71.7% |
| Participation rate | 80.0% | 74.4%+5.6pp | 69.4%+10.6pp | 79.9%+0.1pp |
| Annual return | 11.25% | 28.03%-16.8pp | 31.07%-19.8pp | 145.39%-134.1pp |
| Employer contribution / active EE | $12,330 | $2,917+322.7% | $2,469+399.4% | $4,194+194.0% |
| Participant deferral / active EE | $0 | $4,724-100.0% | $4,092-100.0% | $6,396-100.0% |
| Admin fee / account holder | $0 | $8,807-100.0% | $7,578-100.0% | $12,562-100.0% |