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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,773 | $174,379-80.6% | $152,093-77.8% | $138,895-75.7% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 18.74% | 74.86%-56.1pp | 66.36%-47.6pp | 145.39%-126.6pp |
| Employer contribution / active EE | $2,048 | $4,652-56.0% | $4,175-50.9% | $4,194-51.2% |
| Participant deferral / active EE | $7,362 | $6,159+19.5% | $5,451+35.0% | $6,396+15.1% |
| Admin fee / account holder | $10 | $16,880-99.9% | $14,497-99.9% | $12,562-99.9% |