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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,144 | $43,730-53.9% | $121,208-83.4% | $64,181-68.6% |
| Participation rate | 100.0% | 58.3%+41.7pp | 71.8%+28.2pp | 69.6%+30.4pp |
| Annual return | 8.88% | 68.94%-60.1pp | 16.93%-8.1pp | 7.63%+1.2pp |
| Employer contribution / active EE | $1,158 | $1,297-10.7% | $4,023-71.2% | $2,381-51.4% |
| Participant deferral / active EE | $1,428 | $2,281-37.4% | $3,345-57.3% | $3,470-58.8% |
| Admin fee / account holder | $70 | $3,502-98.0% | $5,020-98.6% | $4,887-98.6% |