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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,662 | $67,894-75.5% | $89,340-81.4% | $82,448-79.8% |
| Participation rate | 100.0% | 64.0%+36.0pp | 69.6%+30.4pp | 68.1%+31.9pp |
| Annual return | 17.16% | 19.21%-2.1pp | 20.57%-3.4pp | 41.64%-24.5pp |
| Employer contribution / active EE | $1,797 | $1,828-1.7% | $2,231-19.5% | $2,551-29.6% |
| Participant deferral / active EE | $2,635 | $3,072-14.2% | $3,823-31.1% | $4,139-36.3% |
| Admin fee / account holder | $129 | $5,723-97.7% | $6,704-98.1% | $7,234-98.2% |