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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,784 | $135,905-63.4% | $126,068-60.5% | $198,609-74.9% |
| Participation rate | 100.0% | 85.6%+14.4pp | 84.7%+15.3pp | 82.4%+17.6pp |
| Annual return | 19.33% | 14.07%+5.3pp | 15.01%+4.3pp | 202.70%-183.4pp |
| Employer contribution / active EE | $3,595 | $4,245-15.3% | $3,968-9.4% | $5,055-28.9% |
| Participant deferral / active EE | $4,823 | $8,523-43.4% | $8,214-41.3% | $6,977-30.9% |
| Admin fee / account holder | $53 | $21,036-99.7% | $18,264-99.7% | $19,030-99.7% |