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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,875 | $42,383-72.0% | $76,518-84.5% | $64,173-81.5% |
| Participation rate | 80.6% | 58.1%+22.5pp | 68.0%+12.6pp | 69.6%+11.1pp |
| Annual return | 20.45% | -16.54%+37.0pp | -0.27%+20.7pp | 7.63%+12.8pp |
| Employer contribution / active EE | $1,115 | $1,563-28.7% | $2,647-57.9% | $2,381-53.2% |
| Participant deferral / active EE | $4,371 | $2,566+70.3% | $3,836+13.9% | $3,470+26.0% |
| Admin fee / account holder | $269 | $3,198-91.6% | $4,849-94.5% | $4,887-94.5% |