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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,175 | $147,556-57.9% | $129,031-51.8% | $198,609-68.7% |
| Participation rate | 100.0% | 77.2%+22.8pp | 73.4%+26.6pp | 82.4%+17.6pp |
| Annual return | 14.33% | 37.41%-23.1pp | 34.67%-20.3pp | 202.70%-188.4pp |
| Employer contribution / active EE | $1,254 | $3,645-65.6% | $3,226-61.1% | $5,055-75.2% |
| Participant deferral / active EE | $17,236 | $5,760+199.3% | $5,217+230.4% | $6,977+147.0% |
| Admin fee / account holder | $145 | $15,467-99.1% | $13,208-98.9% | $19,030-99.2% |