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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,718 | $199,109-78.5% | $173,730-75.4% | $154,746-72.4% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.6%+20.4pp | 80.7%+19.3pp |
| Annual return | 20.16% | 20.02%+0.1pp | 19.96%+0.2pp | 172.34%-152.2pp |
| Employer contribution / active EE | $1,719 | $5,311-67.6% | $4,577-62.5% | $4,379-60.8% |
| Participant deferral / active EE | $3,048 | $7,113-57.1% | $6,326-51.8% | $6,730-54.7% |
| Admin fee / account holder | $20 | $20,916-99.9% | $17,523-99.9% | $14,365-99.9% |