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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,428 | $153,311-80.8% | $109,313-73.1% | $273,972-89.3% |
| Participation rate | 100.0% | 80.1%+19.9pp | 71.3%+28.7pp | 83.0%+17.0pp |
| Annual return | 5.45% | 29.86%-24.4pp | 22.07%-16.6pp | 41.46%-36.0pp |
| Employer contribution / active EE | $3,271 | $5,619-41.8% | $3,892-15.9% | $4,869-32.8% |
| Participant deferral / active EE | $1,434 | $3,932-63.5% | $3,166-54.7% | $5,287-72.9% |
| Admin fee / account holder | $0 | $8,076-100.0% | $5,666-100.0% | $10,133-100.0% |