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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,654 | $54,763-71.4% | $90,324-82.7% | $72,976-78.5% |
| Participation rate | 100.0% | 65.2%+34.8pp | 73.3%+26.7pp | 69.5%+30.5pp |
| Annual return | 21.67% | 30.63%-9.0pp | 78.15%-56.5pp | 81.02%-59.3pp |
| Employer contribution / active EE | $1,420 | $2,093-32.1% | $2,856-50.3% | $2,440-41.8% |
| Participant deferral / active EE | $1,865 | $2,887-35.4% | $3,885-52.0% | $3,608-48.3% |
| Admin fee / account holder | $212 | $3,973-94.7% | $5,356-96.0% | $5,124-95.9% |