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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,121 | $185,312-81.6% | $161,489-78.9% | $154,746-78.0% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 15.00% | 103.84%-88.8pp | 89.72%-74.7pp | 172.34%-157.3pp |
| Employer contribution / active EE | $1,747 | $4,769-63.4% | $4,268-59.1% | $4,379-60.1% |
| Participant deferral / active EE | $4,242 | $6,350-33.2% | $5,630-24.7% | $6,730-37.0% |
| Admin fee / account holder | $270 | $18,654-98.6% | $16,006-98.3% | $14,365-98.1% |