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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,944 | $162,967-85.3% | $135,792-82.4% | $138,895-82.8% |
| Participation rate | 94.4% | 78.3%+16.1pp | 72.6%+21.9pp | 79.9%+14.5pp |
| Annual return | 22.90% | 30.08%-7.2pp | 25.96%-3.1pp | 145.39%-122.5pp |
| Employer contribution / active EE | $2,811 | $4,211-33.3% | $3,496-19.6% | $4,194-33.0% |
| Participant deferral / active EE | $4,381 | $5,640-22.3% | $4,759-8.0% | $6,396-31.5% |
| Admin fee / account holder | $45 | $15,306-99.7% | $12,266-99.6% | $12,562-99.6% |