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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,106 | $88,707-2.9% | $74,184+16.1% | $273,972-68.6% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 10.21% | 11.94%-1.7pp | 17.74%-7.5pp | 41.46%-31.2pp |
| Employer contribution / active EE | $1,344 | $3,159-57.5% | $2,370-43.3% | $4,869-72.4% |
| Participant deferral / active EE | $16,000 | $4,212+279.9% | $3,550+350.7% | $5,287+202.6% |
| Admin fee / account holder | $189 | $8,717-97.8% | $5,586-96.6% | $10,133-98.1% |