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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,697 | $106,974-90.9% | $90,796-89.3% | $138,895-93.0% |
| Participation rate | 100.0% | 74.9%+25.1pp | 69.5%+30.5pp | 79.9%+20.1pp |
| Annual return | 26.16% | 20.10%+6.1pp | 19.29%+6.9pp | 145.39%-119.2pp |
| Employer contribution / active EE | $1,703 | $2,609-34.7% | $2,294-25.8% | $4,194-59.4% |
| Participant deferral / active EE | $4,793 | $4,455+7.6% | $3,822+25.4% | $6,396-25.1% |
| Admin fee / account holder | $298 | $8,626-96.5% | $7,024-95.8% | $12,562-97.6% |