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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,023 | $107,809-47.1% | $97,032-41.2% | $155,188-63.3% |
| Participation rate | 100.0% | 75.5%+24.5pp | 71.6%+28.4pp | 80.8%+19.2pp |
| Annual return | 23.12% | 38.06%-14.9pp | 35.38%-12.3pp | 148.84%-125.7pp |
| Employer contribution / active EE | $2,430 | $2,911-16.5% | $2,629-7.6% | $4,248-42.8% |
| Participant deferral / active EE | $8,770 | $5,129+71.0% | $4,672+87.7% | $6,531+34.3% |
| Admin fee / account holder | $119 | $10,717-98.9% | $9,418-98.7% | $14,480-99.2% |