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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,867 | $215,361-60.1% | $171,082-49.8% | $273,972-68.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 76.7%+23.3pp | 83.0%+17.0pp |
| Annual return | 2.84% | 25.14%-22.3pp | 32.56%-29.7pp | 41.46%-38.6pp |
| Employer contribution / active EE | $1,233 | $4,967-75.2% | $4,002-69.2% | $4,869-74.7% |
| Participant deferral / active EE | $10,000 | $5,543+80.4% | $4,797+108.4% | $5,287+89.1% |
| Admin fee / account holder | $281 | $10,846-97.4% | $8,520-96.7% | $10,133-97.2% |