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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,428 | $100,970-70.9% | $96,576-69.5% | $137,256-78.6% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 19.52% | 38.16%-18.6pp | 38.47%-19.0pp | 220.34%-200.8pp |
| Employer contribution / active EE | $1,517 | $3,809-60.2% | $3,553-57.3% | $4,156-63.5% |
| Participant deferral / active EE | $4,068 | $8,286-50.9% | $7,956-48.9% | $6,407-36.5% |
| Admin fee / account holder | $19 | $11,312-99.8% | $11,381-99.8% | $12,270-99.8% |