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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,772 | $136,307-39.3% | $106,619-22.4% | $273,970-69.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 78.0%+22.0pp | 83.0%+17.0pp |
| Annual return | 10.35% | 11.05%-0.7pp | 9.42%+0.9pp | 41.46%-31.1pp |
| Employer contribution / active EE | $7,500 | $5,190+44.5% | $3,947+90.0% | $4,869+54.0% |
| Participant deferral / active EE | $0 | $4,969-100.0% | $3,930-100.0% | $5,287-100.0% |
| Admin fee / account holder | $0 | $8,625-100.0% | $6,418-100.0% | $10,132-100.0% |