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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,788 | $107,809-89.1% | $97,032-87.9% | $155,188-92.4% |
| Participation rate | 100.0% | 75.5%+24.5pp | 71.6%+28.4pp | 80.8%+19.2pp |
| Annual return | 23.35% | 38.06%-14.7pp | 35.38%-12.0pp | 148.84%-125.5pp |
| Employer contribution / active EE | $1,841 | $2,911-36.8% | $2,629-30.0% | $4,248-56.7% |
| Participant deferral / active EE | $3,025 | $5,129-41.0% | $4,672-35.3% | $6,531-53.7% |
| Admin fee / account holder | $9 | $10,717-99.9% | $9,418-99.9% | $14,480-99.9% |