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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,820 | $106,280-33.4% | $96,538-26.6% | $139,487-49.2% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 18.62% | 38.48%-19.9pp | 35.74%-17.1pp | 373.84%-355.2pp |
| Employer contribution / active EE | $3,672 | $4,107-10.6% | $3,740-1.8% | $4,755-22.8% |
| Participant deferral / active EE | $9,099 | $5,457+66.7% | $4,880+86.4% | $6,713+35.5% |
| Admin fee / account holder | $81 | $7,888-99.0% | $6,737-98.8% | $11,407-99.3% |