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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,697 | $102,245-90.5% | $89,340-89.1% | $137,256-92.9% |
| Participation rate | 100.0% | 74.9%+25.1pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 26.16% | 21.89%+4.3pp | 20.57%+5.6pp | 220.34%-194.2pp |
| Employer contribution / active EE | $1,703 | $2,529-32.7% | $2,231-23.7% | $4,156-59.0% |
| Participant deferral / active EE | $4,793 | $4,436+8.0% | $3,823+25.4% | $6,407-25.2% |
| Admin fee / account holder | $298 | $8,085-96.3% | $6,704-95.6% | $12,270-97.6% |