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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,250 | $183,592-72.6% | $155,567-67.7% | $145,959-65.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 11.03% | 61.24%-50.2pp | 64.74%-53.7pp | 561.95%-550.9pp |
| Employer contribution / active EE | $7,045 | $5,315+32.5% | $4,674+50.7% | $4,661+51.1% |
| Participant deferral / active EE | $6,574 | $6,464+1.7% | $5,628+16.8% | $6,689-1.7% |
| Admin fee / account holder | $249 | $19,318-98.7% | $15,916-98.4% | $13,398-98.1% |