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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,932 | $99,345-62.8% | $84,753-56.4% | $273,972-86.5% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 10.59% | 22.93%-12.3pp | 22.78%-12.2pp | 41.46%-30.9pp |
| Employer contribution / active EE | $3,489 | $4,214-17.2% | $3,574-2.4% | $4,869-28.3% |
| Participant deferral / active EE | $17,865 | $4,270+318.4% | $3,712+381.3% | $5,287+237.9% |
| Admin fee / account holder | $0 | $6,645-100.0% | $5,333-100.0% | $10,133-100.0% |