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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,172 | $77,638-67.6% | $156,551-83.9% | $62,881-60.0% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | 7.13% | 50.33%-43.2pp | 32.23%-25.1pp | 20.14%-13.0pp |
| Employer contribution / active EE | $2,986 | $3,444-13.3% | $5,501-45.7% | $2,281+30.9% |
| Participant deferral / active EE | $2,658 | $3,046-12.7% | $4,871-45.4% | $3,203-17.0% |
| Admin fee / account holder | $182 | $5,561-96.7% | $13,028-98.6% | $4,296-95.8% |