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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,843 | $106,247-46.5% | $96,515-41.1% | $139,466-59.2% |
| Participation rate | 75.0% | 77.8%-2.8pp | 74.3%+0.7pp | 80.3%-5.3pp |
| Annual return | 31.19% | 38.47%-7.3pp | 35.73%-4.5pp | 373.66%-342.5pp |
| Employer contribution / active EE | $12,935 | $4,106+215.0% | $3,740+245.9% | $4,754+172.1% |
| Participant deferral / active EE | $11,485 | $5,456+110.5% | $4,880+135.4% | $6,712+71.1% |
| Admin fee / account holder | $300 | $7,885-96.2% | $6,735-95.5% | $11,409-97.4% |