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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,547 | $93,064-81.1% | $74,577-76.5% | $273,972-93.6% |
| Participation rate | 100.0% | 74.9%+25.1pp | 68.1%+31.9pp | 83.0%+17.0pp |
| Annual return | 19.24% | 26.18%-6.9pp | 20.47%-1.2pp | 41.46%-22.2pp |
| Employer contribution / active EE | $3,652 | $3,160+15.6% | $2,525+44.6% | $4,869-25.0% |
| Participant deferral / active EE | $9,285 | $4,160+123.2% | $3,458+168.5% | $5,287+75.6% |
| Admin fee / account holder | $34 | $5,273-99.3% | $4,138-99.2% | $10,133-99.7% |