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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,260 | $90,504-85.3% | $78,690-83.1% | $273,965-95.2% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 21.99% | 75.61%-53.6pp | 62.18%-40.2pp | 41.45%-19.5pp |
| Employer contribution / active EE | $489 | $3,176-84.6% | $2,851-82.8% | $4,869-90.0% |
| Participant deferral / active EE | $872 | $3,901-77.6% | $3,517-75.2% | $5,287-83.5% |
| Admin fee / account holder | $280 | $5,263-94.7% | $4,511-93.8% | $10,132-97.2% |