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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,120 | $72,273-65.2% | $101,275-75.2% | $79,856-68.5% |
| Participation rate | 71.4% | 68.5%+3.0pp | 75.8%-4.4pp | 69.6%+1.8pp |
| Annual return | 0.00% | 22.30%-22.3pp | 46.48%-46.5pp | 31.71%-31.7pp |
| Employer contribution / active EE | $2,412 | $2,691-10.4% | $3,660-34.1% | $2,471-2.4% |
| Participant deferral / active EE | $3,965 | $3,282+20.8% | $4,371-9.3% | $3,741+6.0% |
| Admin fee / account holder | $8 | $4,401-99.8% | $5,948-99.9% | $5,306-99.9% |