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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,738 | $76,696-57.3% | $96,538-66.1% | $71,529-54.2% |
| Participation rate | 100.0% | 66.6%+33.4pp | 74.3%+25.7pp | 67.9%+32.1pp |
| Annual return | 27.47% | 48.32%-20.8pp | 35.74%-8.3pp | 28.97%-1.5pp |
| Employer contribution / active EE | $3,496 | $3,032+15.3% | $3,740-6.5% | $2,590+35.0% |
| Participant deferral / active EE | $0 | $3,770-100.0% | $4,880-100.0% | $4,291-100.0% |
| Admin fee / account holder | $0 | $2,030-100.0% | $6,737-100.0% | $1,588-100.0% |