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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,575 | $91,517-42.6% | $101,275-48.1% | $73,412-28.4% |
| Participation rate | 95.2% | 73.8%+21.4pp | 75.8%+19.4pp | 72.2%+23.0pp |
| Annual return | 14.84% | 17.17%-2.3pp | 46.48%-31.6pp | 59.30%-44.5pp |
| Employer contribution / active EE | $3,767 | $2,877+30.9% | $3,660+2.9% | $2,234+68.6% |
| Participant deferral / active EE | $0 | $3,338-100.0% | $4,371-100.0% | $3,806-100.0% |
| Admin fee / account holder | $0 | $216-100.0% | $5,948-100.0% | $158-100.0% |