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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,192 | $153,311-75.7% | $109,313-66.0% | $273,972-86.4% |
| Participation rate | 100.0% | 80.1%+19.9pp | 71.3%+28.7pp | 83.0%+17.0pp |
| Annual return | 12.28% | 29.86%-17.6pp | 22.07%-9.8pp | 41.46%-29.2pp |
| Employer contribution / active EE | $879 | $5,619-84.4% | $3,892-77.4% | $4,869-81.9% |
| Participant deferral / active EE | $4,330 | $3,932+10.1% | $3,166+36.7% | $5,287-18.1% |
| Admin fee / account holder | $76 | $8,076-99.1% | $5,666-98.7% | $10,133-99.2% |