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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,621 | $174,018-79.5% | $136,833-74.0% | $198,609-82.1% |
| Participation rate | 100.0% | 65.1%+34.9pp | 59.0%+41.0pp | 82.4%+17.6pp |
| Annual return | 18.12% | 35.16%-17.0pp | 35.32%-17.2pp | 202.70%-184.6pp |
| Employer contribution / active EE | $1,400 | $1,571-10.9% | $1,319+6.2% | $5,055-72.3% |
| Participant deferral / active EE | $2,100 | $2,873-26.9% | $2,441-14.0% | $6,977-69.9% |
| Admin fee / account holder | $24 | $5,434-99.6% | $4,706-99.5% | $19,030-99.9% |