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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,252 | $87,166-73.3% | $76,735-69.7% | $137,256-83.1% |
| Participation rate | 100.0% | 74.4%+25.6pp | 69.5%+30.5pp | 80.0%+20.0pp |
| Annual return | 22.06% | 26.50%-4.4pp | 29.77%-7.7pp | 220.34%-198.3pp |
| Employer contribution / active EE | $2,809 | $2,904-3.3% | $2,454+14.4% | $4,156-32.4% |
| Participant deferral / active EE | $8,478 | $4,726+79.4% | $4,088+107.4% | $6,407+32.3% |
| Admin fee / account holder | $102 | $8,403-98.8% | $7,189-98.6% | $12,270-99.2% |