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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,693 | $106,247-61.7% | $96,515-57.8% | $139,466-70.8% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 20.15% | 38.47%-18.3pp | 35.73%-15.6pp | 373.66%-353.5pp |
| Employer contribution / active EE | $3,366 | $4,106-18.0% | $3,740-10.0% | $4,754-29.2% |
| Participant deferral / active EE | $19,197 | $5,456+251.9% | $4,880+293.4% | $6,712+186.0% |
| Admin fee / account holder | $267 | $7,885-96.6% | $6,735-96.0% | $11,409-97.7% |