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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,905 | $181,896-75.9% | $156,551-72.0% | $273,972-84.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 3.49% | 30.74%-27.3pp | 32.23%-28.7pp | 41.46%-38.0pp |
| Employer contribution / active EE | $3,144 | $6,248-49.7% | $5,501-42.8% | $4,869-35.4% |
| Participant deferral / active EE | $3,818 | $5,550-31.2% | $4,871-21.6% | $5,287-27.8% |
| Admin fee / account holder | $2 | $15,560-100.0% | $13,028-100.0% | $10,133-100.0% |