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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,985 | $91,474-57.4% | $135,982-71.3% | $71,529-45.5% |
| Participation rate | 98.3% | 75.7%+22.7pp | 81.9%+16.4pp | 67.9%+30.4pp |
| Annual return | 26.03% | 29.89%-3.9pp | 68.32%-42.3pp | 28.97%-2.9pp |
| Employer contribution / active EE | $1,967 | $3,705-46.9% | $4,859-59.5% | $2,590-24.1% |
| Participant deferral / active EE | $0 | $7,095-100.0% | $7,760-100.0% | $4,291-100.0% |
| Admin fee / account holder | $0 | $1,267-100.0% | $10,767-100.0% | $1,588-100.0% |