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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,510 | $100,279-51.6% | $81,353-40.4% | $145,884-66.7% |
| Participation rate | 100.0% | 74.3%+25.7pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 16.27% | 34.49%-18.2pp | 24.82%-8.5pp | 551.85%-535.6pp |
| Employer contribution / active EE | $42,140 | $2,979+1314.5% | $2,464+1610.3% | $4,662+803.8% |
| Participant deferral / active EE | $24,000 | $4,611+420.5% | $3,885+517.8% | $6,690+258.8% |
| Admin fee / account holder | $206 | $8,206-97.5% | $5,766-96.4% | $13,392-98.5% |