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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,177 | $124,213-61.2% | $118,106-59.2% | $154,746-68.9% |
| Participation rate | 100.0% | 83.6%+16.4pp | 81.9%+18.1pp | 80.7%+19.3pp |
| Annual return | 14.88% | 18.29%-3.4pp | 19.44%-4.6pp | 172.34%-157.5pp |
| Employer contribution / active EE | $12,389 | $4,905+152.6% | $4,698+163.7% | $4,379+182.9% |
| Participant deferral / active EE | $2,389 | $6,859-65.2% | $6,619-63.9% | $6,730-64.5% |
| Admin fee / account holder | $191 | $9,627-98.0% | $8,973-97.9% | $14,365-98.7% |