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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,345 | $126,661-75.3% | $113,397-72.4% | $138,895-77.4% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.5%+23.5pp | 79.9%+20.1pp |
| Annual return | 13.58% | 25.05%-11.5pp | 23.20%-9.6pp | 145.39%-131.8pp |
| Employer contribution / active EE | $3,580 | $3,456+3.6% | $2,977+20.2% | $4,194-14.6% |
| Participant deferral / active EE | $13,755 | $5,693+141.6% | $5,076+171.0% | $6,396+115.0% |
| Admin fee / account holder | $277 | $14,549-98.1% | $11,957-97.7% | $12,562-97.8% |