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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,468 | $99,345-61.3% | $84,753-54.6% | $273,972-86.0% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 10.13% | 22.93%-12.8pp | 22.78%-12.7pp | 41.46%-31.3pp |
| Employer contribution / active EE | $17,039 | $4,214+304.4% | $3,574+376.7% | $4,869+250.0% |
| Participant deferral / active EE | $8,576 | $4,270+100.9% | $3,712+131.0% | $5,287+62.2% |
| Admin fee / account holder | $23 | $6,645-99.7% | $5,333-99.6% | $10,133-99.8% |