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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,787 | $211,288-68.9% | $178,540-63.2% | $145,884-54.9% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 13.57% | 30.27%-16.7pp | 27.15%-13.6pp | 551.85%-538.3pp |
| Employer contribution / active EE | $3,033 | $4,574-33.7% | $3,953-23.3% | $4,662-34.9% |
| Participant deferral / active EE | $26,008 | $6,967+273.3% | $6,281+314.1% | $6,690+288.8% |
| Admin fee / account holder | $9 | $12,105-99.9% | $10,424-99.9% | $13,392-99.9% |