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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,642 | $111,814-69.9% | $103,378-67.5% | $145,978-77.0% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 13.83% | 24.80%-11.0pp | 24.91%-11.1pp | 550.52%-536.7pp |
| Employer contribution / active EE | $2,732 | $4,215-35.2% | $3,870-29.4% | $4,662-41.4% |
| Participant deferral / active EE | $9,537 | $5,618+69.8% | $5,058+88.6% | $6,690+42.6% |
| Admin fee / account holder | $267 | $9,764-97.3% | $8,401-96.8% | $13,400-98.0% |