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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,711 | $106,280-86.2% | $96,538-84.8% | $139,487-89.5% |
| Participation rate | 76.9% | 77.8%-0.9pp | 74.3%+2.6pp | 80.3%-3.4pp |
| Annual return | 26.49% | 38.48%-12.0pp | 35.74%-9.2pp | 373.84%-347.3pp |
| Employer contribution / active EE | $2,313 | $4,107-43.7% | $3,740-38.2% | $4,755-51.4% |
| Participant deferral / active EE | $4,381 | $5,457-19.7% | $4,880-10.2% | $6,713-34.7% |
| Admin fee / account holder | $0 | $7,888-100.0% | $6,737-100.0% | $11,407-100.0% |