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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,299 | $73,787-35.9% | $98,716-52.1% | $82,448-42.6% |
| Participation rate | 100.0% | 61.4%+38.6pp | 69.3%+30.7pp | 68.1%+31.9pp |
| Annual return | 24.81% | 18.57%+6.2pp | 31.81%-7.0pp | 41.64%-16.8pp |
| Employer contribution / active EE | $3,191 | $1,511+111.2% | $2,279+40.1% | $2,551+25.1% |
| Participant deferral / active EE | $0 | $3,081-100.0% | $4,048-100.0% | $4,139-100.0% |
| Admin fee / account holder | $0 | $6,500-100.0% | $8,703-100.0% | $7,234-100.0% |