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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,011 | $111,814-88.4% | $103,378-87.4% | $145,978-91.1% |
| Participation rate | 91.7% | 77.9%+13.7pp | 74.5%+17.2pp | 80.3%+11.4pp |
| Annual return | 16.69% | 24.80%-8.1pp | 24.91%-8.2pp | 550.52%-533.8pp |
| Employer contribution / active EE | $928 | $4,215-78.0% | $3,870-76.0% | $4,662-80.1% |
| Participant deferral / active EE | $4,275 | $5,618-23.9% | $5,058-15.5% | $6,690-36.1% |
| Admin fee / account holder | $71 | $9,764-99.3% | $8,401-99.2% | $13,400-99.5% |