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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,412 | $201,372-64.0% | $184,260-60.7% | $145,884-50.4% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 14.96% | 29.04%-14.1pp | 28.84%-13.9pp | 551.85%-536.9pp |
| Employer contribution / active EE | $3,671 | $7,024-47.7% | $6,427-42.9% | $4,662-21.3% |
| Participant deferral / active EE | $8,800 | $9,808-10.3% | $9,133-3.6% | $6,690+31.5% |
| Admin fee / account holder | $20 | $16,362-99.9% | $13,898-99.9% | $13,392-99.9% |