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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,390 | $99,345-73.4% | $84,753-68.9% | $273,972-90.4% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 8.85% | 22.93%-14.1pp | 22.78%-13.9pp | 41.46%-32.6pp |
| Employer contribution / active EE | $2,016 | $4,214-52.1% | $3,574-43.6% | $4,869-58.6% |
| Participant deferral / active EE | $5,101 | $4,270+19.5% | $3,712+37.4% | $5,287-3.5% |
| Admin fee / account holder | $278 | $6,645-95.8% | $5,333-94.8% | $10,133-97.3% |