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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,171 | $106,247-65.0% | $96,515-61.5% | $139,466-73.3% |
| Participation rate | 80.0% | 77.8%+2.2pp | 74.3%+5.7pp | 80.3%-0.3pp |
| Annual return | 15.17% | 38.47%-23.3pp | 35.73%-20.6pp | 373.66%-358.5pp |
| Employer contribution / active EE | $1,659 | $4,106-59.6% | $3,740-55.6% | $4,754-65.1% |
| Participant deferral / active EE | $4,001 | $5,456-26.7% | $4,880-18.0% | $6,712-40.4% |
| Admin fee / account holder | $32 | $7,885-99.6% | $6,735-99.5% | $11,409-99.7% |