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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,716 | $153,311-69.5% | $109,313-57.3% | $273,972-82.9% |
| Participation rate | 100.0% | 80.1%+19.9pp | 71.3%+28.7pp | 83.0%+17.0pp |
| Annual return | 10.69% | 29.86%-19.2pp | 22.07%-11.4pp | 41.46%-30.8pp |
| Employer contribution / active EE | $4,826 | $5,619-14.1% | $3,892+24.0% | $4,869-0.9% |
| Participant deferral / active EE | $8,120 | $3,932+106.5% | $3,166+156.4% | $5,287+53.6% |
| Admin fee / account holder | $287 | $8,076-96.5% | $5,666-94.9% | $10,133-97.2% |