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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,910 | $136,307-67.8% | $106,619-58.8% | $273,968-84.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 78.0%+22.0pp | 83.0%+17.0pp |
| Annual return | 14.52% | 11.05%+3.5pp | 9.42%+5.1pp | 41.45%-26.9pp |
| Employer contribution / active EE | $1,727 | $5,190-66.7% | $3,947-56.2% | $4,869-64.5% |
| Participant deferral / active EE | $5,818 | $4,969+17.1% | $3,930+48.0% | $5,287+10.0% |
| Admin fee / account holder | $0 | $8,625-100.0% | $6,418-100.0% | $10,132-100.0% |