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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,829 | $99,345-78.0% | $84,753-74.2% | $273,972-92.0% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 11.85% | 22.93%-11.1pp | 22.78%-10.9pp | 41.46%-29.6pp |
| Employer contribution / active EE | $3,492 | $4,214-17.1% | $3,574-2.3% | $4,869-28.3% |
| Participant deferral / active EE | $8,919 | $4,270+108.9% | $3,712+140.3% | $5,287+68.7% |
| Admin fee / account holder | $0 | $6,645-100.0% | $5,333-100.0% | $10,133-100.0% |