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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,010 | $106,247-65.2% | $96,515-61.7% | $139,466-73.5% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 18.23% | 38.47%-20.2pp | 35.73%-17.5pp | 373.66%-355.4pp |
| Employer contribution / active EE | $7,219 | $4,106+75.8% | $3,740+93.0% | $4,754+51.8% |
| Participant deferral / active EE | $8,053 | $5,456+47.6% | $4,880+65.0% | $6,712+20.0% |
| Admin fee / account holder | $46 | $7,885-99.4% | $6,735-99.3% | $11,409-99.6% |