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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,182 | $115,911-69.6% | $100,530-65.0% | $158,950-77.9% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 25.91% | 34.80%-8.9pp | 30.89%-5.0pp | 302.91%-277.0pp |
| Employer contribution / active EE | $5,655 | $4,104+37.8% | $3,418+65.4% | $4,762+18.7% |
| Participant deferral / active EE | $6,843 | $6,676+2.5% | $6,271+9.1% | $5,983+14.4% |
| Admin fee / account holder | $0 | $10,999-100.0% | $8,083-100.0% | $11,248-100.0% |