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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,335 | $124,314-29.7% | $109,163-20.0% | $167,518-47.9% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 11.69% | 26.04%-14.4pp | 25.75%-14.1pp | 478.71%-467.0pp |
| Employer contribution / active EE | $2,493 | $4,209-40.8% | $3,723-33.0% | $4,838-48.5% |
| Participant deferral / active EE | $6,496 | $5,256+23.6% | $4,654+39.6% | $6,342+2.4% |
| Admin fee / account holder | $17 | $7,973-99.8% | $6,754-99.8% | $12,312-99.9% |