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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,283 | $115,917-86.0% | $100,535-83.8% | $158,982-89.8% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 24.22% | 34.80%-10.6pp | 30.90%-6.7pp | 302.99%-278.8pp |
| Employer contribution / active EE | $2,352 | $4,105-42.7% | $3,419-31.2% | $4,763-50.6% |
| Participant deferral / active EE | $3,024 | $6,677-54.7% | $6,271-51.8% | $5,983-49.5% |
| Admin fee / account holder | $66 | $11,002-99.4% | $8,085-99.2% | $11,252-99.4% |