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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,468 | $93,064-72.6% | $74,577-65.9% | $273,972-90.7% |
| Participation rate | 100.0% | 74.9%+25.1pp | 68.1%+31.9pp | 83.0%+17.0pp |
| Annual return | 5.22% | 26.18%-21.0pp | 20.47%-15.2pp | 41.46%-36.2pp |
| Employer contribution / active EE | $1,500 | $3,160-52.5% | $2,525-40.6% | $4,869-69.2% |
| Participant deferral / active EE | $1,875 | $4,160-54.9% | $3,458-45.8% | $5,287-64.5% |
| Admin fee / account holder | $0 | $5,273-100.0% | $4,138-100.0% | $10,133-100.0% |