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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,098 | $124,425-83.0% | $112,040-81.2% | $137,256-84.6% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 18.80% | 24.72%-5.9pp | 24.52%-5.7pp | 220.34%-201.5pp |
| Employer contribution / active EE | $2,849 | $3,411-16.5% | $2,954-3.6% | $4,156-31.5% |
| Participant deferral / active EE | $5,210 | $5,718-8.9% | $5,098+2.2% | $6,407-18.7% |
| Admin fee / account holder | $239 | $15,207-98.4% | $12,098-98.0% | $12,270-98.1% |