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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,324 | $181,896-77.8% | $156,551-74.2% | $273,972-85.3% |
| Participation rate | 71.4% | 88.4%-17.0pp | 84.0%-12.6pp | 83.0%-11.6pp |
| Annual return | 0.00% | 30.74%-30.7pp | 32.23%-32.2pp | 41.46%-41.5pp |
| Employer contribution / active EE | $1,712 | $6,248-72.6% | $5,501-68.9% | $4,869-64.8% |
| Participant deferral / active EE | $5,896 | $5,550+6.2% | $4,871+21.0% | $5,287+11.5% |
| Admin fee / account holder | $0 | $15,560-100.0% | $13,028-100.0% | $10,133-100.0% |