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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,430 | $61,166-73.1% | $185,849-91.2% | $79,391-79.3% |
| Participation rate | 100.0% | 66.6%+33.4pp | 81.7%+18.3pp | 70.7%+29.3pp |
| Annual return | 13.32% | 19.45%-6.1pp | 122.10%-108.8pp | 116.88%-103.6pp |
| Employer contribution / active EE | $2,556 | $2,321+10.1% | $5,169-50.6% | $2,428+5.3% |
| Participant deferral / active EE | $2,120 | $2,789-24.0% | $5,569-61.9% | $4,046-47.6% |
| Admin fee / account holder | $11 | $710-98.4% | $16,244-99.9% | $627-98.2% |