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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,518 | $89,370-52.4% | $141,197-69.9% | $72,976-41.7% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 19.11% | 111.88%-92.8pp | 71.41%-52.3pp | 81.02%-61.9pp |
| Employer contribution / active EE | $5,083 | $3,115+63.2% | $4,736+7.3% | $2,440+108.3% |
| Participant deferral / active EE | $2,716 | $5,419-49.9% | $6,710-59.5% | $3,608-24.7% |
| Admin fee / account holder | $245 | $5,957-95.9% | $10,265-97.6% | $5,124-95.2% |