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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,001 | $93,346-57.1% | $71,796-44.3% | $273,972-85.4% |
| Participation rate | 85.7% | 76.5%+9.2pp | 69.1%+16.6pp | 83.0%+2.7pp |
| Annual return | 7.16% | 130.39%-123.2pp | 78.04%-70.9pp | 41.46%-34.3pp |
| Employer contribution / active EE | $2,862 | $2,733+4.7% | $1,924+48.7% | $4,869-41.2% |
| Participant deferral / active EE | $2,796 | $3,475-19.5% | $2,7940% | $5,287-47.1% |
| Admin fee / account holder | $12 | $6,571-99.8% | $4,815-99.7% | $10,133-99.9% |