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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,578 | $165,939-70.7% | $122,354-60.3% | $147,586-67.1% |
| Participation rate | 100.0% | 79.6%+20.4pp | 71.6%+28.4pp | 82.8%+17.2pp |
| Annual return | 20.84% | 34.56%-13.7pp | 30.28%-9.4pp | 578.59%-557.8pp |
| Employer contribution / active EE | $2,623 | $5,754-54.4% | $4,051-35.3% | $4,876-46.2% |
| Participant deferral / active EE | $3,513 | $4,005-12.3% | $3,287+6.9% | $5,439-35.4% |
| Admin fee / account holder | $26 | $7,425-99.7% | $5,479-99.5% | $10,886-99.8% |