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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,195 | $106,267-34.9% | $96,520-28.3% | $139,456-50.4% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 15.10% | 38.45%-23.4pp | 35.72%-20.6pp | 373.45%-358.4pp |
| Employer contribution / active EE | $1,944 | $4,105-52.6% | $3,739-48.0% | $4,753-59.1% |
| Participant deferral / active EE | $16,645 | $5,454+205.2% | $4,879+241.2% | $6,711+148.0% |
| Admin fee / account holder | $44 | $7,882-99.4% | $6,733-99.3% | $11,407-99.6% |