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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,828 | $65,685-69.8% | $57,181-65.3% | $273,965-92.8% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | 9.38% | 21.99%-12.6pp | 14.59%-5.2pp | 41.45%-32.1pp |
| Employer contribution / active EE | $6,819 | $3,279+108.0% | $2,682+154.2% | $4,869+40.1% |
| Participant deferral / active EE | $0 | $3,781-100.0% | $3,096-100.0% | $5,287-100.0% |
| Admin fee / account holder | $102 | $4,835-97.9% | $3,139-96.8% | $10,132-99.0% |