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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,643 | $107,733-88.3% | $92,985-86.4% | $154,746-91.8% |
| Participation rate | 100.0% | 74.6%+25.4pp | 69.5%+30.5pp | 80.7%+19.3pp |
| Annual return | 23.46% | 30.39%-6.9pp | 27.99%-4.5pp | 172.34%-148.9pp |
| Employer contribution / active EE | $1,979 | $3,126-36.7% | $2,662-25.7% | $4,379-54.8% |
| Participant deferral / active EE | $2,347 | $5,053-53.5% | $4,377-46.4% | $6,730-65.1% |
| Admin fee / account holder | $250 | $11,369-97.8% | $9,463-97.4% | $14,365-98.3% |