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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,164 | $70,002-39.8% | $115,038-63.3% | $52,331-19.4% |
| Participation rate | 96.8% | 72.1%+24.7pp | 81.4%+15.4pp | 68.1%+28.7pp |
| Annual return | 9.42% | 4.04%+5.4pp | 26.14%-16.7pp | 4.54%+4.9pp |
| Employer contribution / active EE | $6,048 | $2,715+122.8% | $4,608+31.3% | $1,882+221.4% |
| Participant deferral / active EE | $0 | $4,920-100.0% | $6,026-100.0% | $3,022-100.0% |
| Admin fee / account holder | $11 | $566-98.0% | $8,175-99.9% | $592-98.1% |