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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,928 | $103,949-79.9% | $69,182-69.7% | $273,972-92.4% |
| Participation rate | 90.9% | 67.4%+23.5pp | 55.1%+35.8pp | 83.0%+7.9pp |
| Annual return | 6.48% | 35.28%-28.8pp | -21.93%+28.4pp | 41.46%-35.0pp |
| Employer contribution / active EE | $1,769 | $1,783-0.8% | $1,206+46.7% | $4,869-63.7% |
| Participant deferral / active EE | $1,742 | $2,716-35.9% | $1,897-8.2% | $5,287-67.1% |
| Admin fee / account holder | $0 | $3,671-100.0% | $2,697-100.0% | $10,133-100.0% |