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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,999 | $110,303-45.6% | $95,759-37.3% | $139,487-57.0% |
| Participation rate | 100.0% | 75.7%+24.3pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 27.12% | 27.19%-0.1pp | 28.42%-1.3pp | 373.84%-346.7pp |
| Employer contribution / active EE | $2,682 | $3,261-17.8% | $2,836-5.5% | $4,755-43.6% |
| Participant deferral / active EE | $11,758 | $4,674+151.5% | $4,244+177.1% | $6,713+75.2% |
| Admin fee / account holder | $73 | $6,615-98.9% | $5,678-98.7% | $11,407-99.4% |