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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,555 | $119,143-59.2% | $88,632-45.2% | $152,909-68.2% |
| Participation rate | 100.0% | 73.4%+26.6pp | 68.8%+31.2pp | 82.5%+17.5pp |
| Annual return | 20.34% | 48.12%-27.8pp | 43.75%-23.4pp | 345.46%-325.1pp |
| Employer contribution / active EE | $5,221 | $2,675+95.2% | $2,101+148.5% | $4,764+9.6% |
| Participant deferral / active EE | $25,000 | $3,555+603.3% | $2,917+757.1% | $5,851+327.3% |
| Admin fee / account holder | $216 | $5,875-96.3% | $4,308-95.0% | $11,601-98.1% |