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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,215 | $69,767-35.2% | $203,811-77.8% | $69,767-35.2% |
| Participation rate | 100.0% | 76.8%+23.2pp | 95.0%+5.0pp | 76.8%+23.2pp |
| Annual return | 9.64% | -8.62%+18.3pp | 6.62%+3.0pp | -8.62%+18.3pp |
| Employer contribution / active EE | $2,732 | $3,142-13.1% | $7,524-63.7% | $3,142-13.1% |
| Participant deferral / active EE | $3,638 | $2,397+51.7% | $5,063-28.1% | $2,397+51.7% |
| Admin fee / account holder | $78 | $4,803-98.4% | $2,385-96.7% | $4,803-98.4% |