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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,451 | $103,949-40.9% | $69,182-11.2% | $273,972-77.6% |
| Participation rate | 100.0% | 67.4%+32.6pp | 55.1%+44.9pp | 83.0%+17.0pp |
| Annual return | 9.26% | 35.28%-26.0pp | -21.93%+31.2pp | 41.46%-32.2pp |
| Employer contribution / active EE | $7,807 | $1,783+337.9% | $1,206+547.3% | $4,869+60.4% |
| Participant deferral / active EE | $4,389 | $2,716+61.6% | $1,897+131.4% | $5,287-17.0% |
| Admin fee / account holder | $97 | $3,671-97.4% | $2,697-96.4% | $10,133-99.0% |