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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,639 | $102,609-71.1% | $98,090-69.8% | $138,895-78.7% |
| Participation rate | 100.0% | 82.8%+17.2pp | 81.5%+18.5pp | 79.9%+20.1pp |
| Annual return | 25.01% | 36.44%-11.4pp | 37.05%-12.0pp | 145.39%-120.4pp |
| Employer contribution / active EE | $5,155 | $3,867+33.3% | $3,606+42.9% | $4,194+22.9% |
| Participant deferral / active EE | $11,344 | $8,167+38.9% | $7,845+44.6% | $6,396+77.4% |
| Admin fee / account holder | $288 | $11,434-97.5% | $11,815-97.6% | $12,562-97.7% |