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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,694 | $98,240-26.0% | $82,312-11.7% | $147,586-50.7% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 11.99% | 30.85%-18.9pp | 25.88%-13.9pp | 578.59%-566.6pp |
| Employer contribution / active EE | $2,109 | $3,192-33.9% | $2,428-13.2% | $4,876-56.8% |
| Participant deferral / active EE | $1,361 | $4,383-68.9% | $3,706-63.3% | $5,439-75.0% |
| Admin fee / account holder | $167 | $8,563-98.0% | $5,608-97.0% | $10,886-98.5% |