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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,009 | $77,638-72.9% | $156,551-86.6% | $62,881-66.6% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | 9.56% | 50.33%-40.8pp | 32.23%-22.7pp | 20.14%-10.6pp |
| Employer contribution / active EE | $2,835 | $3,444-17.7% | $5,501-48.5% | $2,281+24.3% |
| Participant deferral / active EE | $3,519 | $3,046+15.6% | $4,871-27.8% | $3,203+9.9% |
| Admin fee / account holder | $198 | $5,561-96.4% | $13,028-98.5% | $4,296-95.4% |