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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,922 | $56,339-45.1% | $104,301-70.4% | $68,495-54.9% |
| Participation rate | 77.4% | 63.3%+14.2pp | 73.3%+4.1pp | 67.9%+9.5pp |
| Annual return | 15.81% | -9.19%+25.0pp | 24.61%-8.8pp | -7.84%+23.7pp |
| Employer contribution / active EE | $2,525 | $1,960+28.8% | $3,373-25.2% | $2,596-2.8% |
| Participant deferral / active EE | $6,484 | $3,077+110.7% | $4,626+40.2% | $4,028+61.0% |
| Admin fee / account holder | $0 | $4,902-100.0% | $7,340-100.0% | $5,403-100.0% |