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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,179 | $201,370-68.1% | $184,256-65.2% | $145,897-56.0% |
| Participation rate | 83.3% | 87.5%-4.2pp | 86.8%-3.5pp | 80.3%+3.0pp |
| Annual return | 17.15% | 29.05%-11.9pp | 28.85%-11.7pp | 552.29%-535.1pp |
| Employer contribution / active EE | $2,161 | $7,024-69.2% | $6,427-66.4% | $4,663-53.7% |
| Participant deferral / active EE | $6,969 | $9,808-28.9% | $9,133-23.7% | $6,689+4.2% |
| Admin fee / account holder | $76 | $16,364-99.5% | $13,899-99.5% | $13,390-99.4% |