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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,475 | $45,041+14.3% | $63,003-18.3% | $70,131-26.6% |
| Participation rate | 100.0% | 69.5%+30.5pp | 74.8%+25.2pp | 69.5%+30.5pp |
| Annual return | 16.69% | 18.76%-2.1pp | 87.59%-70.9pp | 73.14%-56.4pp |
| Employer contribution / active EE | $1,887 | $2,052-8.1% | $2,760-31.6% | $2,342-19.5% |
| Participant deferral / active EE | $2,307 | $2,465-6.4% | $3,329-30.7% | $3,332-30.8% |
| Admin fee / account holder | $225 | $2,836-92.1% | $3,600-93.7% | $4,645-95.1% |