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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,609 | $100,970-86.5% | $96,576-85.9% | $137,256-90.1% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 23.03% | 38.16%-15.1pp | 38.47%-15.4pp | 220.34%-197.3pp |
| Employer contribution / active EE | $2,123 | $3,809-44.3% | $3,553-40.2% | $4,156-48.9% |
| Participant deferral / active EE | $4,349 | $8,286-47.5% | $7,956-45.3% | $6,407-32.1% |
| Admin fee / account holder | $118 | $11,312-99.0% | $11,381-99.0% | $12,270-99.0% |