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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,449 | $100,970-65.9% | $96,576-64.3% | $137,256-74.9% |
| Participation rate | 75.0% | 82.6%-7.6pp | 81.4%-6.4pp | 80.0%-5.0pp |
| Annual return | 19.95% | 38.16%-18.2pp | 38.47%-18.5pp | 220.34%-200.4pp |
| Employer contribution / active EE | $1,215 | $3,809-68.1% | $3,553-65.8% | $4,156-70.8% |
| Participant deferral / active EE | $2,905 | $8,286-64.9% | $7,956-63.5% | $6,407-54.7% |
| Admin fee / account holder | $94 | $11,312-99.2% | $11,381-99.2% | $12,270-99.2% |