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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,736 | $107,809-40.9% | $97,032-34.3% | $155,188-58.9% |
| Participation rate | 100.0% | 75.5%+24.5pp | 71.6%+28.4pp | 80.8%+19.2pp |
| Annual return | 18.58% | 38.06%-19.5pp | 35.38%-16.8pp | 148.84%-130.3pp |
| Employer contribution / active EE | $1,414 | $2,911-51.4% | $2,629-46.2% | $4,248-66.7% |
| Participant deferral / active EE | $11,764 | $5,129+129.3% | $4,672+151.8% | $6,531+80.1% |
| Admin fee / account holder | $68 | $10,717-99.4% | $9,418-99.3% | $14,480-99.5% |