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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,326 | $56,287-63.9% | $80,977-74.9% | $62,881-67.7% |
| Participation rate | 100.0% | 68.9%+31.1pp | 75.8%+24.2pp | 69.3%+30.7pp |
| Annual return | 9.86% | 22.13%-12.3pp | 17.11%-7.2pp | 20.14%-10.3pp |
| Employer contribution / active EE | $15,498 | $1,943+697.7% | $3,715+317.2% | $2,281+579.5% |
| Participant deferral / active EE | $0 | $4,196-100.0% | $5,696-100.0% | $3,203-100.0% |
| Admin fee / account holder | $0 | $3,742-100.0% | $5,517-100.0% | $4,296-100.0% |