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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,676 | $110,248-93.0% | $95,728-92.0% | $139,456-94.5% |
| Participation rate | 100.0% | 75.7%+24.3pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 21.94% | 27.16%-5.2pp | 28.40%-6.5pp | 373.45%-351.5pp |
| Employer contribution / active EE | $1,188 | $3,258-63.5% | $2,835-58.1% | $4,753-75.0% |
| Participant deferral / active EE | $1,932 | $4,675-58.7% | $4,245-54.5% | $6,711-71.2% |
| Admin fee / account holder | $64 | $6,607-99.0% | $5,673-98.9% | $11,407-99.4% |