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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,911 | $63,082-63.7% | $81,716-72.0% | $79,852-71.3% |
| Participation rate | 77.8% | 67.5%+10.2pp | 72.0%+5.8pp | 69.6%+8.1pp |
| Annual return | 0.00% | 22.66%-22.7pp | 29.49%-29.5pp | 31.72%-31.7pp |
| Employer contribution / active EE | $1,919 | $1,795+6.9% | $4,310-55.5% | $2,471-22.3% |
| Participant deferral / active EE | $3,204 | $2,780+15.2% | $7,108-54.9% | $3,740-14.3% |
| Admin fee / account holder | $117 | $4,428-97.4% | $5,159-97.7% | $5,306-97.8% |