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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,459 | $135,956-73.2% | $123,894-70.6% | $273,970-86.7% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 13.26% | 56.63%-43.4pp | 47.52%-34.3pp | 41.46%-28.2pp |
| Employer contribution / active EE | $1,499 | $5,170-71.0% | $4,617-67.5% | $4,869-69.2% |
| Participant deferral / active EE | $2,797 | $6,343-55.9% | $5,984-53.3% | $5,287-47.1% |
| Admin fee / account holder | $251 | $9,817-97.4% | $8,357-97.0% | $10,132-97.5% |