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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,890 | $88,707-73.1% | $74,184-67.8% | $273,972-91.3% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 10.13% | 11.94%-1.8pp | 17.74%-7.6pp | 41.46%-31.3pp |
| Employer contribution / active EE | $2,112 | $3,159-33.1% | $2,370-10.9% | $4,869-56.6% |
| Participant deferral / active EE | $3,152 | $4,212-25.2% | $3,550-11.2% | $5,287-40.4% |
| Admin fee / account holder | $61 | $8,717-99.3% | $5,586-98.9% | $10,133-99.4% |