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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,314 | $99,345-57.4% | $84,753-50.1% | $273,972-84.6% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 6.31% | 22.93%-16.6pp | 22.78%-16.5pp | 41.46%-35.1pp |
| Employer contribution / active EE | $11,628 | $4,214+175.9% | $3,574+225.3% | $4,869+138.8% |
| Participant deferral / active EE | $9,980 | $4,270+133.7% | $3,712+168.9% | $5,287+88.8% |
| Admin fee / account holder | $0 | $6,645-100.0% | $5,333-100.0% | $10,133-100.0% |