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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,174 | $75,541-57.4% | $152,093-78.8% | $82,637-61.1% |
| Participation rate | 100.0% | 66.5%+33.5pp | 77.8%+22.2pp | 68.1%+31.9pp |
| Annual return | 68.41% | 32.56%+35.9pp | 66.36%+2.1pp | 53.51%+14.9pp |
| Employer contribution / active EE | $3,206 | $2,622+22.3% | $4,175-23.2% | $2,552+25.6% |
| Participant deferral / active EE | $7,125 | $3,206+122.3% | $5,451+30.7% | $4,126+72.7% |
| Admin fee / account holder | $62 | $6,405-99.0% | $14,497-99.6% | $7,339-99.1% |