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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,852 | $113,338-56.0% | $94,993-47.5% | $147,586-66.2% |
| Participation rate | 100.0% | 78.0%+22.0pp | 73.9%+26.1pp | 82.8%+17.2pp |
| Annual return | 27.03% | 20.80%+6.2pp | 27.14%-0.1pp | 578.59%-551.6pp |
| Employer contribution / active EE | $4,194 | $3,160+32.7% | $2,603+61.1% | $4,876-14.0% |
| Participant deferral / active EE | $8,049 | $3,777+113.1% | $3,317+142.7% | $5,439+48.0% |
| Admin fee / account holder | $0 | $6,063-100.0% | $4,960-100.0% | $10,886-100.0% |