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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,225 | $215,361-67.4% | $171,082-59.0% | $273,972-74.4% |
| Participation rate | 100.0% | 82.0%+18.0pp | 76.7%+23.3pp | 83.0%+17.0pp |
| Annual return | 15.17% | 25.14%-10.0pp | 32.56%-17.4pp | 41.46%-26.3pp |
| Employer contribution / active EE | $3,078 | $4,967-38.0% | $4,002-23.1% | $4,869-36.8% |
| Participant deferral / active EE | $6,047 | $5,543+9.1% | $4,797+26.0% | $5,287+14.4% |
| Admin fee / account holder | $73 | $10,846-99.3% | $8,520-99.1% | $10,133-99.3% |