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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,697 | $102,609-84.7% | $98,090-84.0% | $138,895-88.7% |
| Participation rate | 100.0% | 82.8%+17.2pp | 81.5%+18.5pp | 79.9%+20.1pp |
| Annual return | 27.24% | 36.44%-9.2pp | 37.05%-9.8pp | 145.39%-118.2pp |
| Employer contribution / active EE | $1,927 | $3,867-50.2% | $3,606-46.6% | $4,194-54.0% |
| Participant deferral / active EE | $8,141 | $8,167-0.3% | $7,845+3.8% | $6,396+27.3% |
| Admin fee / account holder | $32 | $11,434-99.7% | $11,815-99.7% | $12,562-99.7% |