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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,821 | $92,076-42.6% | $105,608-50.0% | $77,714-32.0% |
| Participation rate | 100.0% | 81.0%+19.0pp | 75.3%+24.7pp | 70.6%+29.4pp |
| Annual return | 13.86% | 17.84%-4.0pp | 116.50%-102.6pp | 31.26%-17.4pp |
| Employer contribution / active EE | $7,262 | $3,370+115.5% | $3,167+129.3% | $2,727+166.3% |
| Participant deferral / active EE | $5,676 | $5,390+5.3% | $5,010+13.3% | $4,649+22.1% |
| Admin fee / account holder | $7 | $219-96.6% | $11,028-99.9% | $433-98.3% |