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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,925 | $49,249-53.5% | $70,476-67.5% | $79,852-71.3% |
| Participation rate | 100.0% | 69.2%+30.8pp | 75.1%+24.9pp | 69.6%+30.4pp |
| Annual return | 17.84% | 30.09%-12.3pp | 109.12%-91.3pp | 31.72%-13.9pp |
| Employer contribution / active EE | $1,040 | $2,100-50.5% | $2,738-62.0% | $2,471-57.9% |
| Participant deferral / active EE | $1,162 | $2,769-58.1% | $3,710-68.7% | $3,740-68.9% |
| Admin fee / account holder | $154 | $2,878-94.6% | $3,847-96.0% | $5,306-97.1% |