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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,300 | $99,345-80.6% | $84,753-77.2% | $273,972-93.0% |
| Participation rate | 90.9% | 80.7%+10.2pp | 76.6%+14.3pp | 83.0%+7.9pp |
| Annual return | 0.00% | 22.93%-22.9pp | 22.78%-22.8pp | 41.46%-41.5pp |
| Employer contribution / active EE | $4,621 | $4,214+9.7% | $3,574+29.3% | $4,869-5.1% |
| Participant deferral / active EE | $11,744 | $4,270+175.1% | $3,712+216.4% | $5,287+122.1% |
| Admin fee / account holder | $20 | $6,645-99.7% | $5,333-99.6% | $10,133-99.8% |