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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,251 | $40,275-64.6% | $57,356-75.2% | $59,633-76.1% |
| Participation rate | 100.0% | 69.1%+30.9pp | 75.1%+24.9pp | 68.7%+31.3pp |
| Annual return | 7.27% | 27.52%-20.3pp | 24.41%-17.1pp | 2041.45%-2034.2pp |
| Employer contribution / active EE | $1,786 | $1,921-7.0% | $2,689-33.6% | $2,203-18.9% |
| Participant deferral / active EE | $4,342 | $2,400+80.9% | $3,162+37.3% | $3,192+36.0% |
| Admin fee / account holder | $151 | $2,820-94.6% | $3,357-95.5% | $4,297-96.5% |