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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,010 | $48,078-68.8% | $78,676-80.9% | $62,881-76.1% |
| Participation rate | 100.0% | 65.2%+34.8pp | 73.6%+26.4pp | 69.3%+30.7pp |
| Annual return | 9.53% | 31.36%-21.8pp | 62.19%-52.7pp | 20.14%-10.6pp |
| Employer contribution / active EE | $2,358 | $2,015+17.0% | $2,850-17.3% | $2,281+3.4% |
| Participant deferral / active EE | $6,813 | $2,587+163.3% | $3,517+93.7% | $3,203+112.7% |
| Admin fee / account holder | $0 | $3,206-100.0% | $4,510-100.0% | $4,296-100.0% |