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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,218 | $112,729-75.9% | $98,716-72.4% | $137,256-80.2% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 20.94% | 38.48%-17.5pp | 31.81%-10.9pp | 220.34%-199.4pp |
| Employer contribution / active EE | $2,464 | $2,725-9.6% | $2,279+8.1% | $4,156-40.7% |
| Participant deferral / active EE | $5,748 | $4,640+23.9% | $4,048+42.0% | $6,407-10.3% |
| Admin fee / account holder | $69 | $10,129-99.3% | $8,703-99.2% | $12,270-99.4% |