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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,820 | $112,729-55.8% | $98,716-49.5% | $137,256-63.7% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 15.13% | 38.48%-23.4pp | 31.81%-16.7pp | 220.34%-205.2pp |
| Employer contribution / active EE | $4,764 | $2,725+74.8% | $2,279+109.1% | $4,156+14.6% |
| Participant deferral / active EE | $7,092 | $4,640+52.8% | $4,048+75.2% | $6,407+10.7% |
| Admin fee / account holder | $5 | $10,129-99.9% | $8,703-99.9% | $12,270-100.0% |