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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,467 | $153,769-67.8% | $133,975-63.1% | $273,972-81.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 5.22% | 36.51%-31.3pp | 29.29%-24.1pp | 41.46%-36.2pp |
| Employer contribution / active EE | $13,436 | $6,029+122.9% | $5,211+157.8% | $4,869+176.0% |
| Participant deferral / active EE | $13,924 | $6,958+100.1% | $6,282+121.7% | $5,287+163.4% |
| Admin fee / account holder | $0 | $11,765-100.0% | $9,324-100.0% | $10,133-100.0% |