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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,218 | $201,264-71.6% | $184,185-68.9% | $145,978-60.8% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 14.24% | 29.00%-14.8pp | 28.81%-14.6pp | 550.52%-536.3pp |
| Employer contribution / active EE | $2,746 | $7,021-60.9% | $6,426-57.3% | $4,662-41.1% |
| Participant deferral / active EE | $14,239 | $9,806+45.2% | $9,132+55.9% | $6,690+112.9% |
| Admin fee / account holder | $130 | $16,376-99.2% | $13,909-99.1% | $13,400-99.0% |