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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,433 | $99,345-78.4% | $84,753-74.7% | $273,972-92.2% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 7.45% | 22.93%-15.5pp | 22.78%-15.3pp | 41.46%-34.0pp |
| Employer contribution / active EE | $14,149 | $4,214+235.8% | $3,574+295.8% | $4,869+190.6% |
| Participant deferral / active EE | $8,122 | $4,270+90.2% | $3,712+118.8% | $5,287+53.6% |
| Admin fee / account holder | $4 | $6,645-99.9% | $5,333-99.9% | $10,133-100.0% |