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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,410 | $135,956-69.5% | $123,894-66.6% | $273,972-84.9% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 79.18% | 56.63%+22.6pp | 47.52%+31.7pp | 41.46%+37.7pp |
| Employer contribution / active EE | $1,411 | $5,170-72.7% | $4,617-69.4% | $4,869-71.0% |
| Participant deferral / active EE | $5,853 | $6,343-7.7% | $5,984-2.2% | $5,287+10.7% |
| Admin fee / account holder | $0 | $9,817-100.0% | $8,357-100.0% | $10,133-100.0% |