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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,411 | $100,147-45.7% | $81,286-33.1% | $145,877-62.7% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 16.04% | 34.44%-18.4pp | 24.80%-8.8pp | 551.28%-535.2pp |
| Employer contribution / active EE | $7,905 | $2,977+165.5% | $2,463+221.0% | $4,663+69.5% |
| Participant deferral / active EE | $11,038 | $4,607+139.6% | $3,883+184.3% | $6,691+65.0% |
| Admin fee / account holder | $278 | $8,201-96.6% | $5,764-95.2% | $13,402-97.9% |