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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,697 | $97,289-83.9% | $92,805-83.1% | $155,188-89.9% |
| Participation rate | 100.0% | 84.2%+15.8pp | 83.5%+16.5pp | 80.8%+19.2pp |
| Annual return | 27.24% | 29.03%-1.8pp | 31.59%-4.3pp | 148.84%-121.6pp |
| Employer contribution / active EE | $1,927 | $3,632-46.9% | $3,424-43.7% | $4,248-54.6% |
| Participant deferral / active EE | $8,141 | $8,795-7.4% | $8,448-3.6% | $6,531+24.6% |
| Admin fee / account holder | $32 | $12,015-99.7% | $10,911-99.7% | $14,480-99.8% |