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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,007 | $58,587-43.7% | $83,322-60.4% | $64,173-48.6% |
| Participation rate | 100.0% | 72.0%+28.0pp | 77.8%+22.2pp | 69.6%+30.4pp |
| Annual return | -6.74% | 9.65%-16.4pp | 10.64%-17.4pp | 7.63%-14.4pp |
| Employer contribution / active EE | $4,601 | $2,098+119.3% | $3,379+36.2% | $2,381+93.3% |
| Participant deferral / active EE | $6,235 | $4,654+34.0% | $5,565+12.0% | $3,470+79.7% |
| Admin fee / account holder | $34 | $9,279-99.6% | $7,540-99.6% | $4,887-99.3% |