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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,312 | $135,956-75.5% | $123,894-73.1% | $273,972-87.8% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 9.61% | 56.63%-47.0pp | 47.52%-37.9pp | 41.46%-31.8pp |
| Employer contribution / active EE | $0 | $5,170-100.0% | $4,617-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $6,824 | $6,343+7.6% | $5,984+14.0% | $5,287+29.1% |
| Admin fee / account holder | $255 | $9,817-97.4% | $8,357-96.9% | $10,133-97.5% |