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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,871 | $58,512-57.5% | $84,020-70.4% | $72,983-65.9% |
| Participation rate | 100.0% | 61.2%+38.8pp | 69.0%+31.0pp | 69.5%+30.5pp |
| Annual return | 23.43% | 28.93%-5.5pp | 71.31%-47.9pp | 81.01%-57.6pp |
| Employer contribution / active EE | $1,502 | $1,163+29.1% | $1,984-24.3% | $2,440-38.4% |
| Participant deferral / active EE | $2,042 | $2,394-14.7% | $3,239-37.0% | $3,608-43.4% |
| Admin fee / account holder | $85 | $4,569-98.1% | $6,101-98.6% | $5,124-98.3% |