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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $146,644 | $96,558+51.9% | $80,977+81.1% | $273,972-46.5% |
| Participation rate | 75.0% | 79.1%-4.1pp | 75.8%-0.8pp | 83.0%-8.0pp |
| Annual return | 4.44% | 15.14%-10.7pp | 17.11%-12.7pp | 41.46%-37.0pp |
| Employer contribution / active EE | $1,760 | $4,869-63.9% | $3,715-52.6% | $4,869-63.9% |
| Participant deferral / active EE | $13,500 | $6,598+104.6% | $5,696+137.0% | $5,287+155.3% |
| Admin fee / account holder | $0 | $7,493-100.0% | $5,517-100.0% | $10,133-100.0% |