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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,563 | $65,712-0.2% | $57,196+14.6% | $273,972-76.1% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | 3.29% | 22.01%-18.7pp | 14.59%-11.3pp | 41.46%-38.2pp |
| Employer contribution / active EE | $1,898 | $3,280-42.1% | $2,683-29.3% | $4,869-61.0% |
| Participant deferral / active EE | $1,898 | $3,782-49.8% | $3,096-38.7% | $5,287-64.1% |
| Admin fee / account holder | $0 | $4,838-100.0% | $3,141-100.0% | $10,133-100.0% |