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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,557 | $37,418-63.8% | $77,096-82.4% | $77,906-82.6% |
| Participation rate | 97.6% | 46.9%+50.7pp | 67.9%+29.7pp | 73.7%+23.9pp |
| Annual return | 20.23% | -7.13%+27.4pp | 42.35%-22.1pp | 12.16%+8.1pp |
| Employer contribution / active EE | $1,318 | $1,200+9.8% | $2,814-53.2% | $2,846-53.7% |
| Participant deferral / active EE | $0 | $2,572-100.0% | $4,429-100.0% | $4,805-100.0% |
| Admin fee / account holder | $0 | $126-100.0% | $5,428-100.0% | $133-100.0% |