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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,715 | $153,311-65.6% | $109,313-51.8% | $273,970-80.8% |
| Participation rate | 100.0% | 80.1%+19.9pp | 71.3%+28.7pp | 83.0%+17.0pp |
| Annual return | 7.20% | 29.86%-22.7pp | 22.07%-14.9pp | 41.46%-34.3pp |
| Employer contribution / active EE | $4,199 | $5,619-25.3% | $3,892+7.9% | $4,869-13.8% |
| Participant deferral / active EE | $19,789 | $3,932+403.3% | $3,166+525.0% | $5,287+274.3% |
| Admin fee / account holder | $0 | $8,076-100.0% | $5,666-100.0% | $10,132-100.0% |