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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,474 | $172,111-91.0% | $150,298-89.7% | $137,256-88.7% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 21.09% | 69.37%-48.3pp | 62.79%-41.7pp | 220.34%-199.3pp |
| Employer contribution / active EE | $924 | $4,636-80.1% | $4,154-77.8% | $4,156-77.8% |
| Participant deferral / active EE | $3,224 | $6,166-47.7% | $5,453-40.9% | $6,407-49.7% |
| Admin fee / account holder | $58 | $16,471-99.6% | $14,116-99.6% | $12,270-99.5% |