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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,062 | $64,920-73.7% | $103,693-83.5% | $86,983-80.4% |
| Participation rate | 100.0% | 63.6%+36.4pp | 72.6%+27.4pp | 69.5%+30.5pp |
| Annual return | 21.86% | 30.29%-8.4pp | 47.61%-25.8pp | 25.83%-4.0pp |
| Employer contribution / active EE | $1,469 | $2,141-31.4% | $2,920-49.7% | $2,584-43.1% |
| Participant deferral / active EE | $2,835 | $3,241-12.5% | $4,579-38.1% | $4,194-32.4% |
| Admin fee / account holder | $211 | $6,191-96.6% | $7,858-97.3% | $7,856-97.3% |