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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,052 | $124,213-77.4% | $118,106-76.2% | $154,746-81.9% |
| Participation rate | 100.0% | 83.6%+16.4pp | 81.9%+18.1pp | 80.7%+19.3pp |
| Annual return | 16.22% | 18.29%-2.1pp | 19.44%-3.2pp | 172.34%-156.1pp |
| Employer contribution / active EE | $2,800 | $4,905-42.9% | $4,698-40.4% | $4,379-36.1% |
| Participant deferral / active EE | $0 | $6,859-100.0% | $6,619-100.0% | $6,730-100.0% |
| Admin fee / account holder | $202 | $9,627-97.9% | $8,973-97.8% | $14,365-98.6% |