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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,797 | $107,809-81.6% | $97,032-79.6% | $155,188-87.2% |
| Participation rate | 100.0% | 75.5%+24.5pp | 71.6%+28.4pp | 80.8%+19.2pp |
| Annual return | 28.79% | 38.06%-9.3pp | 35.38%-6.6pp | 148.84%-120.0pp |
| Employer contribution / active EE | $1,984 | $2,911-31.8% | $2,629-24.5% | $4,248-53.3% |
| Participant deferral / active EE | $5,677 | $5,129+10.7% | $4,672+21.5% | $6,531-13.1% |
| Admin fee / account holder | $26 | $10,717-99.8% | $9,418-99.7% | $14,480-99.8% |