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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,000 | $210,991-79.1% | $153,741-71.4% | $145,897-69.8% |
| Participation rate | 100.0% | 82.1%+17.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 14.43% | 13.46%+1.0pp | 15.71%-1.3pp | 552.29%-537.9pp |
| Employer contribution / active EE | $2,723 | $6,057-55.0% | $5,042-46.0% | $4,663-41.6% |
| Participant deferral / active EE | $13,617 | $7,979+70.7% | $6,757+101.5% | $6,689+103.6% |
| Admin fee / account holder | $227 | $19,490-98.8% | $12,749-98.2% | $13,390-98.3% |