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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,696 | $228,395-80.0% | $185,861-75.4% | $158,982-71.3% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 22.06% | 40.82%-18.8pp | 35.96%-13.9pp | 302.99%-280.9pp |
| Employer contribution / active EE | $1,743 | $4,968-64.9% | $4,088-57.4% | $4,763-63.4% |
| Participant deferral / active EE | $8,615 | $6,417+34.2% | $5,634+52.9% | $5,983+44.0% |
| Admin fee / account holder | $7 | $11,869-99.9% | $9,503-99.9% | $11,252-99.9% |