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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,473 | $88,707-54.4% | $74,184-45.4% | $273,972-85.2% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 8.30% | 11.94%-3.6pp | 17.74%-9.4pp | 41.46%-33.2pp |
| Employer contribution / active EE | $2,134 | $3,159-32.5% | $2,370-10.0% | $4,869-56.2% |
| Participant deferral / active EE | $3,400 | $4,212-19.3% | $3,550-4.2% | $5,287-35.7% |
| Admin fee / account holder | $37 | $8,717-99.6% | $5,586-99.3% | $10,133-99.6% |