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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,268 | $84,236-81.9% | $170,435-91.0% | $70,126-78.2% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 26.14% | 23.06%+3.1pp | 205.94%-179.8pp | 73.15%-47.0pp |
| Employer contribution / active EE | $1,337 | $3,387-60.5% | $5,432-75.4% | $2,343-42.9% |
| Participant deferral / active EE | $2,309 | $3,086-25.2% | $4,939-53.2% | $3,332-30.7% |
| Admin fee / account holder | $132 | $5,698-97.7% | $13,881-99.0% | $4,645-97.2% |