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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,042 | $99,345-59.7% | $84,753-52.8% | $273,972-85.4% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 11.41% | 22.93%-11.5pp | 22.78%-11.4pp | 41.46%-30.0pp |
| Employer contribution / active EE | $7,927 | $4,214+88.1% | $3,574+121.8% | $4,869+62.8% |
| Participant deferral / active EE | $8,345 | $4,270+95.4% | $3,712+124.8% | $5,287+57.8% |
| Admin fee / account holder | $104 | $6,645-98.4% | $5,333-98.1% | $10,133-99.0% |