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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,246 | $88,707-56.9% | $74,185-48.4% | $273,970-86.0% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 10.10% | 11.94%-1.8pp | 17.74%-7.6pp | 41.46%-31.4pp |
| Employer contribution / active EE | $1,961 | $3,159-37.9% | $2,370-17.3% | $4,869-59.7% |
| Participant deferral / active EE | $7,223 | $4,212+71.5% | $3,550+103.5% | $5,287+36.6% |
| Admin fee / account holder | $0 | $8,717-100.0% | $5,586-100.0% | $10,132-100.0% |