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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,411 | $99,345-64.4% | $84,753-58.2% | $273,972-87.1% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 12.85% | 22.93%-10.1pp | 22.78%-9.9pp | 41.46%-28.6pp |
| Employer contribution / active EE | $1,736 | $4,214-58.8% | $3,574-51.4% | $4,869-64.3% |
| Participant deferral / active EE | $8,132 | $4,270+90.5% | $3,712+119.1% | $5,287+53.8% |
| Admin fee / account holder | $0 | $6,645-100.0% | $5,333-100.0% | $10,133-100.0% |