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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,575 | $117,895-71.5% | $102,460-67.2% | $145,897-77.0% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 12.28% | 31.92%-19.6pp | 29.47%-17.2pp | 552.29%-540.0pp |
| Employer contribution / active EE | $3,501 | $3,619-3.3% | $3,025+15.7% | $4,663-24.9% |
| Participant deferral / active EE | $5,679 | $5,736-1.0% | $5,056+12.3% | $6,689-15.1% |
| Admin fee / account holder | $279 | $13,353-97.9% | $9,460-97.0% | $13,390-97.9% |