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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,953 | $211,239-80.6% | $178,528-77.1% | $145,877-71.9% |
| Participation rate | 94.1% | 80.8%+13.3pp | 77.1%+17.0pp | 80.3%+13.8pp |
| Annual return | 10.48% | 30.22%-19.7pp | 27.11%-16.6pp | 551.28%-540.8pp |
| Employer contribution / active EE | $1,936 | $4,570-57.6% | $3,950-51.0% | $4,663-58.5% |
| Participant deferral / active EE | $1,819 | $6,963-73.9% | $6,278-71.0% | $6,691-72.8% |
| Admin fee / account holder | $0 | $12,095-100.0% | $10,419-100.0% | $13,402-100.0% |