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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,656 | $88,707-63.2% | $74,184-56.0% | $273,972-88.1% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 8.86% | 11.94%-3.1pp | 17.74%-8.9pp | 41.46%-32.6pp |
| Employer contribution / active EE | $1,145 | $3,159-63.8% | $2,370-51.7% | $4,869-76.5% |
| Participant deferral / active EE | $5,886 | $4,212+39.8% | $3,550+65.8% | $5,287+11.3% |
| Admin fee / account holder | $5 | $8,717-99.9% | $5,586-99.9% | $10,133-100.0% |