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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,702 | $112,729-86.1% | $98,716-84.1% | $137,256-88.6% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 20.13% | 38.48%-18.3pp | 31.81%-11.7pp | 220.34%-200.2pp |
| Employer contribution / active EE | $1,136 | $2,725-58.3% | $2,279-50.2% | $4,156-72.7% |
| Participant deferral / active EE | $3,839 | $4,640-17.3% | $4,048-5.1% | $6,407-40.1% |
| Admin fee / account holder | $193 | $10,129-98.1% | $8,703-97.8% | $12,270-98.4% |