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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,412 | $99,345-57.3% | $84,753-50.0% | $273,972-84.5% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 12.97% | 22.93%-10.0pp | 22.78%-9.8pp | 41.46%-28.5pp |
| Employer contribution / active EE | $3,160 | $4,214-25.0% | $3,574-11.6% | $4,869-35.1% |
| Participant deferral / active EE | $17,467 | $4,270+309.1% | $3,712+370.6% | $5,287+230.4% |
| Admin fee / account holder | $0 | $6,645-100.0% | $5,333-100.0% | $10,133-100.0% |