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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,088 | $117,859-76.2% | $102,438-72.6% | $145,959-80.8% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 15.72% | 31.72%-16.0pp | 29.37%-13.7pp | 561.95%-546.2pp |
| Employer contribution / active EE | $6,240 | $3,615+72.6% | $3,024+106.4% | $4,661+33.9% |
| Participant deferral / active EE | $4,680 | $5,732-18.4% | $5,054-7.4% | $6,689-30.0% |
| Admin fee / account holder | $34 | $13,318-99.7% | $9,448-99.6% | $13,398-99.7% |