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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,359 | $110,278-48.0% | $95,740-40.1% | $139,466-58.9% |
| Participation rate | 100.0% | 75.7%+24.3pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 25.85% | 27.19%-1.3pp | 28.41%-2.6pp | 373.66%-347.8pp |
| Employer contribution / active EE | $4,559 | $3,260+39.8% | $2,836+60.7% | $4,754-4.1% |
| Participant deferral / active EE | $21,496 | $4,674+359.8% | $4,244+406.5% | $6,712+220.3% |
| Admin fee / account holder | $32 | $6,613-99.5% | $5,676-99.4% | $11,409-99.7% |