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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,370 | $72,071-57.9% | $68,368-55.6% | $137,256-77.9% |
| Participation rate | 77.8% | 76.2%+1.5pp | 73.8%+4.0pp | 80.0%-2.2pp |
| Annual return | 13.85% | 353.14%-339.3pp | 292.57%-278.7pp | 220.34%-206.5pp |
| Employer contribution / active EE | $2,558 | $2,788-8.2% | $2,649-3.4% | $4,156-38.4% |
| Participant deferral / active EE | $888 | $4,410-79.9% | $4,123-78.5% | $6,407-86.1% |
| Admin fee / account holder | $0 | $5,336-100.0% | $5,150-100.0% | $12,270-100.0% |