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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,738 | $76,669-57.3% | $96,496-66.1% | $71,476-54.2% |
| Participation rate | 100.0% | 66.6%+33.4pp | 74.3%+25.7pp | 67.9%+32.1pp |
| Annual return | 27.47% | 48.29%-20.8pp | 35.70%-8.2pp | 28.85%-1.4pp |
| Employer contribution / active EE | $3,496 | $3,031+15.3% | $3,738-6.5% | $2,589+35.0% |
| Participant deferral / active EE | $0 | $3,771-100.0% | $4,879-100.0% | $4,290-100.0% |
| Admin fee / account holder | $0 | $2,028-100.0% | $6,731-100.0% | $1,587-100.0% |