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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,618 | $100,970-41.0% | $96,576-38.3% | $137,256-56.6% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 17.08% | 38.16%-21.1pp | 38.47%-21.4pp | 220.34%-203.3pp |
| Employer contribution / active EE | $1,536 | $3,809-59.7% | $3,553-56.8% | $4,156-63.0% |
| Participant deferral / active EE | $4,110 | $8,286-50.4% | $7,956-48.3% | $6,407-35.8% |
| Admin fee / account holder | $18 | $11,312-99.8% | $11,381-99.8% | $12,270-99.9% |