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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,556 | $86,940-59.1% | $102,434-65.3% | $80,935-56.1% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.7%+32.3pp |
| Annual return | 11.04% | 18.89%-7.9pp | 29.46%-18.4pp | 35.66%-24.6pp |
| Employer contribution / active EE | $1,932 | $2,370-18.5% | $3,023-36.1% | $2,757-29.9% |
| Participant deferral / active EE | $2,215 | $4,121-46.2% | $5,055-56.2% | $4,299-48.5% |
| Admin fee / account holder | $123 | $8,047-98.5% | $9,462-98.7% | $6,924-98.2% |