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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,089 | $48,364-17.1% | $71,796-44.2% | $62,881-36.2% |
| Participation rate | 100.0% | 60.6%+39.4pp | 69.1%+30.9pp | 69.3%+30.7pp |
| Annual return | 9.38% | 13.16%-3.8pp | 78.04%-68.7pp | 20.14%-10.8pp |
| Employer contribution / active EE | $1,733 | $1,042+66.4% | $1,924-9.9% | $2,281-24.0% |
| Participant deferral / active EE | $1,493 | $2,091-28.6% | $2,794-46.6% | $3,203-53.4% |
| Admin fee / account holder | $204 | $3,771-94.6% | $4,815-95.8% | $4,296-95.3% |