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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,347 | $122,962-72.1% | $71,585-52.0% | $138,895-75.3% |
| Participation rate | 100.0% | 68.9%+31.1pp | 68.2%+31.8pp | 79.9%+20.1pp |
| Annual return | 19.75% | 37.84%-18.1pp | 59.26%-39.5pp | 145.39%-125.6pp |
| Employer contribution / active EE | $1,670 | $2,620-36.3% | $1,669+0.1% | $4,194-60.2% |
| Participant deferral / active EE | $2,510 | $4,311-41.8% | $2,923-14.1% | $6,396-60.8% |
| Admin fee / account holder | $38 | $6,488-99.4% | $4,712-99.2% | $12,562-99.7% |