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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,607 | $52,678-43.8% | $75,784-60.9% | $59,633-50.4% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.8%+24.2pp | 68.7%+31.3pp |
| Annual return | 1.92% | 2.95%-1.0pp | 9.68%-7.8pp | 2041.45%-2039.5pp |
| Employer contribution / active EE | $1,000 | $2,193-54.4% | $3,323-69.9% | $2,203-54.6% |
| Participant deferral / active EE | $2,019 | $2,591-22.1% | $3,652-44.7% | $3,192-36.8% |
| Admin fee / account holder | $273 | $3,610-92.4% | $5,300-94.8% | $4,297-93.6% |