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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,074 | $201,259-76.6% | $184,200-74.4% | $145,959-67.7% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 23.16% | 28.98%-5.8pp | 28.80%-5.6pp | 561.95%-538.8pp |
| Employer contribution / active EE | $3,017 | $7,018-57.0% | $6,424-53.0% | $4,661-35.3% |
| Participant deferral / active EE | $17,613 | $9,806+79.6% | $9,132+92.9% | $6,689+163.3% |
| Admin fee / account holder | $0 | $16,372-100.0% | $13,907-100.0% | $13,398-100.0% |