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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,694 | $172,111-74.0% | $150,298-70.3% | $137,256-67.4% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 21.52% | 69.37%-47.8pp | 62.79%-41.3pp | 220.34%-198.8pp |
| Employer contribution / active EE | $5,200 | $4,636+12.1% | $4,154+25.2% | $4,156+25.1% |
| Participant deferral / active EE | $11,797 | $6,166+91.3% | $5,453+116.3% | $6,407+84.1% |
| Admin fee / account holder | $56 | $16,471-99.7% | $14,116-99.6% | $12,270-99.5% |