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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,395 | $95,438-47.2% | $135,982-62.9% | $74,473-32.3% |
| Participation rate | 98.5% | 78.2%+20.3pp | 81.9%+16.6pp | 70.7%+27.7pp |
| Annual return | 48.46% | 32.61%+15.9pp | 68.32%-19.9pp | 34.36%+14.1pp |
| Employer contribution / active EE | $4,215 | $3,878+8.7% | $4,859-13.3% | $2,638+59.7% |
| Participant deferral / active EE | $0 | $7,790-100.0% | $7,760-100.0% | $4,530-100.0% |
| Admin fee / account holder | $0 | $259-100.0% | $10,767-100.0% | $347-100.0% |