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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,356 | $162,967-47.0% | $135,792-36.4% | $138,895-37.8% |
| Participation rate | 100.0% | 78.3%+21.7pp | 72.6%+27.4pp | 79.9%+20.1pp |
| Annual return | 16.44% | 30.08%-13.6pp | 25.96%-9.5pp | 145.39%-129.0pp |
| Employer contribution / active EE | $1,890 | $4,211-55.1% | $3,496-45.9% | $4,194-54.9% |
| Participant deferral / active EE | $6,781 | $5,640+20.2% | $4,759+42.5% | $6,396+6.0% |
| Admin fee / account holder | $20 | $15,306-99.9% | $12,266-99.8% | $12,562-99.8% |