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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,128 | $106,524-9.8% | $152,301-36.9% | $87,485+9.9% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.4%+17.6pp | 68.9%+31.1pp |
| Annual return | 15.70% | 26.89%-11.2pp | 80.50%-64.8pp | 26.06%-10.4pp |
| Employer contribution / active EE | $657 | $3,371-80.5% | $4,624-85.8% | $2,596-74.7% |
| Participant deferral / active EE | $3,305 | $6,525-49.3% | $8,004-58.7% | $4,274-22.7% |
| Admin fee / account holder | $286 | $8,287-96.6% | $14,398-98.0% | $7,775-96.3% |