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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,499 | $211,224-78.5% | $178,505-74.5% | $145,897-68.8% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 11.60% | 30.28%-18.7pp | 27.16%-15.6pp | 552.29%-540.7pp |
| Employer contribution / active EE | $2,925 | $4,577-36.1% | $3,955-26.0% | $4,663-37.3% |
| Participant deferral / active EE | $2,925 | $6,966-58.0% | $6,280-53.4% | $6,689-56.3% |
| Admin fee / account holder | $24 | $12,109-99.8% | $10,428-99.8% | $13,390-99.8% |