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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,419 | $87,166-85.8% | $76,735-83.8% | $137,256-91.0% |
| Participation rate | 80.0% | 74.4%+5.6pp | 69.5%+10.5pp | 80.0%0pp |
| Annual return | 19.91% | 26.50%-6.6pp | 29.77%-9.9pp | 220.34%-200.4pp |
| Employer contribution / active EE | $1,787 | $2,904-38.5% | $2,454-27.2% | $4,156-57.0% |
| Participant deferral / active EE | $1,787 | $4,726-62.2% | $4,088-56.3% | $6,407-72.1% |
| Admin fee / account holder | $16 | $8,403-99.8% | $7,189-99.8% | $12,270-99.9% |