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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,344 | $107,666-72.7% | $102,184-71.3% | $154,746-81.0% |
| Participation rate | 100.0% | 83.7%+16.3pp | 82.6%+17.4pp | 80.7%+19.3pp |
| Annual return | 19.39% | 29.33%-9.9pp | 31.58%-12.2pp | 172.34%-152.9pp |
| Employer contribution / active EE | $4,386 | $3,846+14.0% | $3,594+22.0% | $4,379+0.2% |
| Participant deferral / active EE | $6,595 | $8,719-24.4% | $8,309-20.6% | $6,730-2.0% |
| Admin fee / account holder | $50 | $12,943-99.6% | $11,609-99.6% | $14,365-99.7% |