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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,094 | $54,193-16.8% | $93,669-51.9% | $77,714-42.0% |
| Participation rate | 92.6% | 63.9%+28.7pp | 68.7%+23.9pp | 70.6%+22.1pp |
| Annual return | 14.35% | 30.54%-16.2pp | 133.59%-119.2pp | 31.26%-16.9pp |
| Employer contribution / active EE | $4,632 | $1,168+296.6% | $2,424+91.1% | $2,727+69.9% |
| Participant deferral / active EE | $0 | $3,144-100.0% | $4,416-100.0% | $4,649-100.0% |
| Admin fee / account holder | $0 | $576-100.0% | $8,291-100.0% | $433-100.0% |