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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,964 | $181,896-73.1% | $156,551-68.7% | $273,972-82.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 6.46% | 30.74%-24.3pp | 32.23%-25.8pp | 41.46%-35.0pp |
| Employer contribution / active EE | $1,901 | $6,248-69.6% | $5,501-65.4% | $4,869-61.0% |
| Participant deferral / active EE | $2,652 | $5,550-52.2% | $4,871-45.6% | $5,287-49.8% |
| Admin fee / account holder | $8 | $15,560-99.9% | $13,028-99.9% | $10,133-99.9% |