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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,854 | $201,370-76.7% | $184,256-74.6% | $145,897-67.9% |
| Participation rate | 83.3% | 87.5%-4.2pp | 86.8%-3.5pp | 80.3%+3.0pp |
| Annual return | 11.95% | 29.05%-17.1pp | 28.85%-16.9pp | 552.29%-540.3pp |
| Employer contribution / active EE | $2,545 | $7,024-63.8% | $6,427-60.4% | $4,663-45.4% |
| Participant deferral / active EE | $11,279 | $9,808+15.0% | $9,133+23.5% | $6,689+68.6% |
| Admin fee / account holder | $0 | $16,364-100.0% | $13,899-100.0% | $13,390-100.0% |