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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,111 | $110,248-79.0% | $95,728-75.9% | $139,456-83.4% |
| Participation rate | 100.0% | 75.7%+24.3pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 20.09% | 27.16%-7.1pp | 28.40%-8.3pp | 373.45%-353.4pp |
| Employer contribution / active EE | $1,952 | $3,258-40.1% | $2,835-31.2% | $4,753-58.9% |
| Participant deferral / active EE | $11,600 | $4,675+148.1% | $4,245+173.3% | $6,711+72.8% |
| Admin fee / account holder | $65 | $6,607-99.0% | $5,673-98.8% | $11,407-99.4% |