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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,862 | $210,991-66.9% | $153,741-54.6% | $145,897-52.1% |
| Participation rate | 100.0% | 82.1%+17.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 9.19% | 13.46%-4.3pp | 15.71%-6.5pp | 552.29%-543.1pp |
| Employer contribution / active EE | $2,528 | $6,057-58.3% | $5,042-49.9% | $4,663-45.8% |
| Participant deferral / active EE | $7,369 | $7,979-7.7% | $6,757+9.1% | $6,689+10.2% |
| Admin fee / account holder | $190 | $19,490-99.0% | $12,749-98.5% | $13,390-98.6% |