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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,191 | $215,361-69.7% | $171,082-61.9% | $273,972-76.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 76.7%+23.3pp | 83.0%+17.0pp |
| Annual return | 2.51% | 25.14%-22.6pp | 32.56%-30.1pp | 41.46%-38.9pp |
| Employer contribution / active EE | $22,998 | $4,967+363.0% | $4,002+474.7% | $4,869+372.4% |
| Participant deferral / active EE | $0 | $5,543-100.0% | $4,797-100.0% | $5,287-100.0% |
| Admin fee / account holder | $80 | $10,846-99.3% | $8,520-99.1% | $10,133-99.2% |