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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,750 | $102,609-78.8% | $98,090-77.8% | $138,895-84.3% |
| Participation rate | 100.0% | 82.8%+17.2pp | 81.5%+18.5pp | 79.9%+20.1pp |
| Annual return | 18.11% | 36.44%-18.3pp | 37.05%-18.9pp | 145.39%-127.3pp |
| Employer contribution / active EE | $2,198 | $3,867-43.2% | $3,606-39.1% | $4,194-47.6% |
| Participant deferral / active EE | $2,747 | $8,167-66.4% | $7,845-65.0% | $6,396-57.1% |
| Admin fee / account holder | $62 | $11,434-99.5% | $11,815-99.5% | $12,562-99.5% |