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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,469 | $105,623-56.0% | $87,502-46.9% | $273,972-83.0% |
| Participation rate | 100.0% | 78.2%+21.8pp | 73.8%+26.2pp | 83.0%+17.0pp |
| Annual return | 5.71% | 12.26%-6.6pp | 12.21%-6.5pp | 41.46%-35.7pp |
| Employer contribution / active EE | $2,195 | $3,141-30.1% | $2,550-13.9% | $4,869-54.9% |
| Participant deferral / active EE | $5,010 | $3,601+39.1% | $3,149+59.1% | $5,287-5.2% |
| Admin fee / account holder | $9 | $4,781-99.8% | $4,221-99.8% | $10,133-99.9% |