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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,821 | $92,090-42.6% | $106,201-50.3% | $77,671-32.0% |
| Participation rate | 100.0% | 81.0%+19.0pp | 75.3%+24.7pp | 70.6%+29.4pp |
| Annual return | 13.86% | 17.89%-4.0pp | 116.26%-102.4pp | 31.21%-17.3pp |
| Employer contribution / active EE | $7,262 | $3,368+115.6% | $3,170+129.1% | $2,726+166.4% |
| Participant deferral / active EE | $5,676 | $5,386+5.4% | $5,012+13.2% | $4,648+22.1% |
| Admin fee / account holder | $7 | $219-96.6% | $11,039-99.9% | $430-98.3% |