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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,478 | $100,911-46.0% | $90,440-39.8% | $158,966-65.7% |
| Participation rate | 91.7% | 75.0%+16.6pp | 72.7%+19.0pp | 82.0%+9.7pp |
| Annual return | 13.38% | 1726.62%-1713.2pp | 1294.38%-1281.0pp | 302.95%-289.6pp |
| Employer contribution / active EE | $3,083 | $3,690-16.5% | $3,263-5.5% | $4,762-35.3% |
| Participant deferral / active EE | $3,980 | $4,348-8.5% | $3,964+0.4% | $5,983-33.5% |
| Admin fee / account holder | $0 | $6,507-100.0% | $5,615-100.0% | $11,250-100.0% |