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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,221 | $90,486-51.1% | $78,676-43.8% | $273,972-83.9% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 7.43% | 75.62%-68.2pp | 62.19%-54.8pp | 41.46%-34.0pp |
| Employer contribution / active EE | $16,186 | $3,175+409.8% | $2,850+467.9% | $4,869+232.4% |
| Participant deferral / active EE | $1,904 | $3,901-51.2% | $3,517-45.9% | $5,287-64.0% |
| Admin fee / account holder | $135 | $5,263-97.4% | $4,510-97.0% | $10,133-98.7% |