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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,208 | $228,317-79.3% | $185,808-74.6% | $158,931-70.3% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 14.00% | 40.81%-26.8pp | 35.95%-22.0pp | 302.86%-288.9pp |
| Employer contribution / active EE | $5,701 | $4,964+14.8% | $4,086+39.5% | $4,761+19.7% |
| Participant deferral / active EE | $3,694 | $6,415-42.4% | $5,632-34.4% | $5,982-38.2% |
| Admin fee / account holder | $22 | $11,865-99.8% | $9,501-99.8% | $11,247-99.8% |