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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,473 | $64,311-66.6% | $57,357-62.6% | $125,389-82.9% |
| Participation rate | 92.3% | 78.6%+13.7pp | 75.1%+17.2pp | 83.2%+9.1pp |
| Annual return | 11.52% | 25.14%-13.6pp | 24.41%-12.9pp | 282.24%-270.7pp |
| Employer contribution / active EE | $0 | $3,193-100.0% | $2,689-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $994 | $3,846-74.2% | $3,162-68.6% | $5,352-81.4% |
| Admin fee / account holder | $0 | $5,243-100.0% | $3,357-100.0% | $9,541-100.0% |