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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,752 | $65,712-48.6% | $57,196-41.0% | $273,972-87.7% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | 6.95% | 22.01%-15.1pp | 14.59%-7.6pp | 41.46%-34.5pp |
| Employer contribution / active EE | $5,240 | $3,280+59.8% | $2,683+95.3% | $4,869+7.6% |
| Participant deferral / active EE | $1,487 | $3,782-60.7% | $3,096-52.0% | $5,287-71.9% |
| Admin fee / account holder | $161 | $4,838-96.7% | $3,141-94.9% | $10,133-98.4% |