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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,711 | $97,125-70.4% | $86,233-66.7% | $137,256-79.1% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 20.09% | 74.19%-54.1pp | 61.39%-41.3pp | 220.34%-200.3pp |
| Employer contribution / active EE | $1,489 | $2,841-47.6% | $2,504-40.6% | $4,156-64.2% |
| Participant deferral / active EE | $9,000 | $5,180+73.8% | $4,559+97.4% | $6,407+40.5% |
| Admin fee / account holder | $84 | $9,725-99.1% | $8,342-99.0% | $12,270-99.3% |