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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,353 | $100,811-78.8% | $86,698-75.4% | $134,545-84.1% |
| Participation rate | 77.8% | 79.0%-1.2pp | 76.6%+1.2pp | 81.2%-3.5pp |
| Annual return | 16.03% | 29.11%-13.1pp | 35.96%-19.9pp | 418.37%-402.3pp |
| Employer contribution / active EE | $3,517 | $3,490+0.8% | $2,837+24.0% | $4,742-25.8% |
| Participant deferral / active EE | $6,208 | $5,339+16.3% | $4,656+33.3% | $6,401-3.0% |
| Admin fee / account holder | $0 | $10,926-100.0% | $7,492-100.0% | $11,431-100.0% |