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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,629 | $127,273-62.6% | $109,895-56.7% | $167,518-71.6% |
| Participation rate | 85.7% | 77.9%+7.8pp | 74.2%+11.5pp | 82.1%+3.6pp |
| Annual return | 25.97% | 22.97%+3.0pp | 29.46%-3.5pp | 478.71%-452.7pp |
| Employer contribution / active EE | $6,395 | $3,324+92.4% | $2,843+124.9% | $4,838+32.2% |
| Participant deferral / active EE | $10,806 | $4,515+139.3% | $4,049+166.9% | $6,342+70.4% |
| Admin fee / account holder | $38 | $7,117-99.5% | $6,067-99.4% | $12,312-99.7% |