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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,003 | $72,177-48.7% | $115,038-67.8% | $59,633-37.9% |
| Participation rate | 100.0% | 72.6%+27.4pp | 81.4%+18.6pp | 68.7%+31.3pp |
| Annual return | 6.73% | 12.02%-5.3pp | 26.14%-19.4pp | 2041.45%-2034.7pp |
| Employer contribution / active EE | $2,482 | $2,841-12.6% | $4,608-46.1% | $2,203+12.7% |
| Participant deferral / active EE | $4,821 | $4,783+0.8% | $6,026-20.0% | $3,192+51.0% |
| Admin fee / account holder | $212 | $4,927-95.7% | $8,175-97.4% | $4,297-95.1% |