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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,171 | $211,105-86.2% | $178,449-83.7% | $145,978-80.0% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 13.46% | 30.19%-16.7pp | 27.09%-13.6pp | 550.52%-537.1pp |
| Employer contribution / active EE | $4,553 | $4,569-0.3% | $3,951+15.2% | $4,662-2.3% |
| Participant deferral / active EE | $5,393 | $6,959-22.5% | $6,277-14.1% | $6,690-19.4% |
| Admin fee / account holder | $253 | $12,017-97.9% | $10,362-97.6% | $13,400-98.1% |