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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,091 | $88,707-48.0% | $74,184-37.9% | $273,972-83.2% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 6.19% | 11.94%-5.8pp | 17.74%-11.5pp | 41.46%-35.3pp |
| Employer contribution / active EE | $1,358 | $3,159-57.0% | $2,370-42.7% | $4,869-72.1% |
| Participant deferral / active EE | $4,904 | $4,212+16.4% | $3,550+38.1% | $5,287-7.3% |
| Admin fee / account holder | $154 | $8,717-98.2% | $5,586-97.2% | $10,133-98.5% |