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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,606 | $110,240-30.5% | $96,544-20.7% | $139,487-45.1% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 24.19% | 26.41%-2.2pp | 25.88%-1.7pp | 373.84%-349.7pp |
| Employer contribution / active EE | $1,919 | $3,622-47.0% | $2,966-35.3% | $4,755-59.6% |
| Participant deferral / active EE | $3,628 | $5,549-34.6% | $4,851-25.2% | $6,713-46.0% |
| Admin fee / account holder | $2 | $11,602-100.0% | $8,254-100.0% | $11,407-100.0% |