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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,208 | $228,395-79.3% | $185,861-74.6% | $158,982-70.3% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 14.00% | 40.82%-26.8pp | 35.96%-22.0pp | 302.99%-289.0pp |
| Employer contribution / active EE | $5,701 | $4,968+14.8% | $4,088+39.5% | $4,763+19.7% |
| Participant deferral / active EE | $3,694 | $6,417-42.4% | $5,634-34.4% | $5,983-38.3% |
| Admin fee / account holder | $22 | $11,869-99.8% | $9,503-99.8% | $11,252-99.8% |