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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,778 | $50,947-4.3% | $74,551-34.6% | $64,173-24.0% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.1%+30.9pp | 69.6%+30.4pp |
| Annual return | 0.62% | -1.85%+2.5pp | 32.53%-31.9pp | 7.63%-7.0pp |
| Employer contribution / active EE | $2,712 | $1,115+143.2% | $1,961+38.3% | $2,381+13.9% |
| Participant deferral / active EE | $6,781 | $2,302+194.6% | $3,108+118.2% | $3,470+95.4% |
| Admin fee / account holder | $158 | $4,221-96.3% | $5,059-96.9% | $4,887-96.8% |