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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,778 | $90,486-49.4% | $78,676-41.8% | $273,972-83.3% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 4.68% | 75.62%-70.9pp | 62.19%-57.5pp | 41.46%-36.8pp |
| Employer contribution / active EE | $3,486 | $3,175+9.8% | $2,850+22.3% | $4,869-28.4% |
| Participant deferral / active EE | $686 | $3,901-82.4% | $3,517-80.5% | $5,287-87.0% |
| Admin fee / account holder | $30 | $5,263-99.4% | $4,510-99.3% | $10,133-99.7% |