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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,540 | $87,544-53.7% | $75,784-46.5% | $125,388-67.7% |
| Participation rate | 75.0% | 80.2%-5.2pp | 75.8%-0.8pp | 83.2%-8.2pp |
| Annual return | -0.78% | 13.49%-14.3pp | 9.68%-10.5pp | 282.24%-283.0pp |
| Employer contribution / active EE | $2,467 | $3,930-37.2% | $3,323-25.8% | $4,866-49.3% |
| Participant deferral / active EE | $6,549 | $4,229+54.8% | $3,652+79.3% | $5,352+22.4% |
| Admin fee / account holder | $0 | $6,502-100.0% | $5,300-100.0% | $9,541-100.0% |