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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,484 | $45,825-66.2% | $90,657-82.9% | $56,289-72.5% |
| Participation rate | 99.4% | 66.7%+32.7pp | 74.0%+25.4pp | 69.9%+29.6pp |
| Annual return | 6.98% | 38.64%-31.7pp | 1.89%+5.1pp | -9.96%+16.9pp |
| Employer contribution / active EE | $3,046 | $1,372+122.0% | $2,532+20.3% | $2,111+44.3% |
| Participant deferral / active EE | $0 | $2,562-100.0% | $3,424-100.0% | $3,350-100.0% |
| Admin fee / account holder | $0 | $413-100.0% | $4,994-100.0% | $521-100.0% |