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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,530 | $87,834-48.2% | $133,975-66.0% | $62,881-27.6% |
| Participation rate | 100.0% | 83.4%+16.6pp | 87.1%+12.9pp | 69.3%+30.7pp |
| Annual return | 8.69% | 12.05%-3.4pp | 29.29%-20.6pp | 20.14%-11.5pp |
| Employer contribution / active EE | $2,993 | $3,482-14.1% | $5,211-42.6% | $2,281+31.2% |
| Participant deferral / active EE | $3,474 | $4,812-27.8% | $6,282-44.7% | $3,203+8.5% |
| Admin fee / account holder | $92 | $5,372-98.3% | $9,324-99.0% | $4,296-97.9% |