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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,851 | $106,280-83.2% | $96,538-81.5% | $139,487-87.2% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 15.03% | 38.48%-23.5pp | 35.74%-20.7pp | 373.84%-358.8pp |
| Employer contribution / active EE | $1,910 | $4,107-53.5% | $3,740-48.9% | $4,755-59.8% |
| Participant deferral / active EE | $6,065 | $5,457+11.2% | $4,880+24.3% | $6,713-9.6% |
| Admin fee / account holder | $145 | $7,888-98.2% | $6,737-97.9% | $11,407-98.7% |