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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,619 | $79,557-43.9% | $118,746-62.4% | $70,131-36.4% |
| Participation rate | 100.0% | 71.4%+28.6pp | 78.3%+21.7pp | 69.5%+30.5pp |
| Annual return | 23.58% | 25.64%-2.1pp | 24.54%-1.0pp | 73.14%-49.6pp |
| Employer contribution / active EE | $4,197 | $2,861+46.7% | $4,193+0.1% | $2,342+79.2% |
| Participant deferral / active EE | $9,324 | $4,089+128.0% | $5,332+74.9% | $3,332+179.9% |
| Admin fee / account holder | $5 | $5,374-99.9% | $10,720-100.0% | $4,645-99.9% |