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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,575 | $117,829-71.5% | $102,423-67.2% | $145,877-77.0% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 12.28% | 31.83%-19.6pp | 29.42%-17.1pp | 551.28%-539.0pp |
| Employer contribution / active EE | $3,501 | $3,615-3.1% | $3,023+15.8% | $4,663-24.9% |
| Participant deferral / active EE | $5,679 | $5,732-0.9% | $5,054+12.4% | $6,691-15.1% |
| Admin fee / account holder | $279 | $13,335-97.9% | $9,455-97.0% | $13,402-97.9% |