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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,581 | $90,486-78.4% | $78,676-75.1% | $273,972-92.9% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 8.94% | 75.62%-66.7pp | 62.19%-53.3pp | 41.46%-32.5pp |
| Employer contribution / active EE | $1,653 | $3,175-47.9% | $2,850-42.0% | $4,869-66.0% |
| Participant deferral / active EE | $4,596 | $3,901+17.8% | $3,517+30.7% | $5,287-13.1% |
| Admin fee / account holder | $18 | $5,263-99.7% | $4,510-99.6% | $10,133-99.8% |