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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,802 | $85,766-31.4% | $136,297-56.9% | $70,131-16.2% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 30.99% | 31.45%-0.5pp | 5156.16%-5125.2pp | 73.14%-42.1pp |
| Employer contribution / active EE | $2,981 | $2,966+0.5% | $4,696-36.5% | $2,342+27.3% |
| Participant deferral / active EE | $5,651 | $5,051+11.9% | $6,247-9.6% | $3,332+69.6% |
| Admin fee / account holder | $290 | $5,420-94.6% | $9,244-96.9% | $4,645-93.8% |