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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,428 | $102,609-71.3% | $98,090-70.0% | $138,895-78.8% |
| Participation rate | 100.0% | 82.8%+17.2pp | 81.5%+18.5pp | 79.9%+20.1pp |
| Annual return | 19.52% | 36.44%-16.9pp | 37.05%-17.5pp | 145.39%-125.9pp |
| Employer contribution / active EE | $1,517 | $3,867-60.8% | $3,606-57.9% | $4,194-63.8% |
| Participant deferral / active EE | $4,068 | $8,167-50.2% | $7,845-48.1% | $6,396-36.4% |
| Admin fee / account holder | $19 | $11,434-99.8% | $11,815-99.8% | $12,562-99.9% |