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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,222 | $103,392-77.5% | $87,104-73.3% | $152,897-84.8% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.9%+23.1pp | 82.5%+17.5pp |
| Annual return | 30.16% | 28.10%+2.1pp | 28.19%+2.0pp | 345.43%-315.3pp |
| Employer contribution / active EE | $5,453 | $3,221+69.3% | $2,521+116.3% | $4,764+14.5% |
| Participant deferral / active EE | $9,682 | $4,778+102.6% | $4,048+139.2% | $5,851+65.5% |
| Admin fee / account holder | $171 | $12,194-98.6% | $7,491-97.7% | $11,599-98.5% |