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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,479 | $65,712-1.9% | $57,196+12.7% | $273,972-76.5% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | 6.98% | 22.01%-15.0pp | 14.59%-7.6pp | 41.46%-34.5pp |
| Employer contribution / active EE | $1,175 | $3,280-64.2% | $2,683-56.2% | $4,869-75.9% |
| Participant deferral / active EE | $1,175 | $3,782-68.9% | $3,096-62.1% | $5,287-77.8% |
| Admin fee / account holder | $0 | $4,838-100.0% | $3,141-100.0% | $10,133-100.0% |