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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,052 | $77,677-49.7% | $109,188-64.2% | $79,389-50.8% |
| Participation rate | 96.4% | 67.8%+28.6pp | 75.9%+20.5pp | 70.7%+25.7pp |
| Annual return | 15.98% | 23.44%-7.5pp | 25.76%-9.8pp | 116.89%-100.9pp |
| Employer contribution / active EE | $14,187 | $2,798+407.0% | $3,723+281.1% | $2,428+484.4% |
| Participant deferral / active EE | $0 | $3,517-100.0% | $4,654-100.0% | $4,046-100.0% |
| Admin fee / account holder | $5 | $732-99.3% | $6,755-99.9% | $626-99.2% |