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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,494 | $56,484-63.7% | $169,452-87.9% | $64,173-68.1% |
| Participation rate | 100.0% | 64.5%+35.5pp | 77.8%+22.2pp | 69.6%+30.4pp |
| Annual return | 5.14% | -1.55%+6.7pp | 1.83%+3.3pp | 7.63%-2.5pp |
| Employer contribution / active EE | $3,141 | $1,832+71.4% | $4,157-24.4% | $2,381+31.9% |
| Participant deferral / active EE | $7,521 | $3,448+118.1% | $5,277+42.5% | $3,470+116.8% |
| Admin fee / account holder | $31 | $4,174-99.3% | $9,110-99.7% | $4,887-99.4% |