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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,070 | $153,311-80.4% | $109,313-72.5% | $273,970-89.0% |
| Participation rate | 100.0% | 80.1%+19.9pp | 71.3%+28.7pp | 83.0%+17.0pp |
| Annual return | 6.80% | 29.86%-23.1pp | 22.07%-15.3pp | 41.46%-34.7pp |
| Employer contribution / active EE | $5,198 | $5,619-7.5% | $3,892+33.6% | $4,869+6.8% |
| Participant deferral / active EE | $7,087 | $3,932+80.2% | $3,166+123.8% | $5,287+34.0% |
| Admin fee / account holder | $20 | $8,076-99.8% | $5,666-99.6% | $10,132-99.8% |