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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,144 | $201,344-76.6% | $184,243-74.4% | $145,877-67.7% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 10.28% | 29.01%-18.7pp | 28.82%-18.5pp | 551.28%-541.0pp |
| Employer contribution / active EE | $2,562 | $7,022-63.5% | $6,427-60.1% | $4,663-45.1% |
| Participant deferral / active EE | $3,385 | $9,807-65.5% | $9,132-62.9% | $6,691-49.4% |
| Admin fee / account holder | $51 | $16,382-99.7% | $13,914-99.6% | $13,402-99.6% |