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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,089 | $162,785-74.8% | $133,959-69.3% | $158,950-74.1% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 16.03% | 41.94%-25.9pp | 45.09%-29.1pp | 302.91%-286.9pp |
| Employer contribution / active EE | $9,443 | $4,975+89.8% | $3,919+141.0% | $4,762+98.3% |
| Participant deferral / active EE | $3,126 | $5,910-47.1% | $5,047-38.1% | $5,983-47.7% |
| Admin fee / account holder | $167 | $11,738-98.6% | $8,928-98.1% | $11,248-98.5% |