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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,688 | $83,337-80.0% | $67,834-75.4% | $273,972-93.9% |
| Participation rate | 100.0% | 76.4%+23.6pp | 68.8%+31.2pp | 83.0%+17.0pp |
| Annual return | 7.59% | 259.45%-251.9pp | 138.47%-130.9pp | 41.46%-33.9pp |
| Employer contribution / active EE | $3,088 | $3,287-6.1% | $2,403+28.5% | $4,869-36.6% |
| Participant deferral / active EE | $2,546 | $4,088-37.7% | $3,160-19.4% | $5,287-51.8% |
| Admin fee / account holder | $156 | $6,752-97.7% | $4,622-96.6% | $10,133-98.5% |