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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,697 | $90,486-61.7% | $78,676-55.9% | $273,972-87.3% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 7.22% | 75.62%-68.4pp | 62.19%-55.0pp | 41.46%-34.2pp |
| Employer contribution / active EE | $817 | $3,175-74.3% | $2,850-71.3% | $4,869-83.2% |
| Participant deferral / active EE | $817 | $3,901-79.1% | $3,517-76.8% | $5,287-84.6% |
| Admin fee / account holder | $32 | $5,263-99.4% | $4,510-99.3% | $10,133-99.7% |