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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,507 | $90,486-59.7% | $78,676-53.6% | $273,972-86.7% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 6.24% | 75.62%-69.4pp | 62.19%-56.0pp | 41.46%-35.2pp |
| Employer contribution / active EE | $2,311 | $3,175-27.2% | $2,850-18.9% | $4,869-52.5% |
| Participant deferral / active EE | $3,247 | $3,901-16.8% | $3,517-7.7% | $5,287-38.6% |
| Admin fee / account holder | $78 | $5,263-98.5% | $4,510-98.3% | $10,133-99.2% |