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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,947 | $102,245-33.5% | $89,340-23.9% | $137,256-50.5% |
| Participation rate | 100.0% | 74.9%+25.1pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 17.80% | 21.89%-4.1pp | 20.57%-2.8pp | 220.34%-202.5pp |
| Employer contribution / active EE | $2,292 | $2,529-9.4% | $2,231+2.7% | $4,156-44.9% |
| Participant deferral / active EE | $0 | $4,436-100.0% | $3,823-100.0% | $6,407-100.0% |
| Admin fee / account holder | $156 | $8,085-98.1% | $6,704-97.7% | $12,270-98.7% |