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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,903 | $105,623-32.9% | $87,502-19.0% | $273,972-74.1% |
| Participation rate | 100.0% | 78.2%+21.8pp | 73.8%+26.2pp | 83.0%+17.0pp |
| Annual return | 5.42% | 12.26%-6.8pp | 12.21%-6.8pp | 41.46%-36.0pp |
| Employer contribution / active EE | $15,773 | $3,141+402.2% | $2,550+518.6% | $4,869+224.0% |
| Participant deferral / active EE | $8,000 | $3,601+122.2% | $3,149+154.1% | $5,287+51.3% |
| Admin fee / account holder | $0 | $4,781-100.0% | $4,221-100.0% | $10,133-100.0% |