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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,634 | $99,345-49.0% | $84,753-40.3% | $273,972-81.5% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 2.79% | 22.93%-20.1pp | 22.78%-20.0pp | 41.46%-38.7pp |
| Employer contribution / active EE | $35,467 | $4,214+741.6% | $3,574+892.2% | $4,869+628.5% |
| Participant deferral / active EE | $0 | $4,270-100.0% | $3,712-100.0% | $5,287-100.0% |
| Admin fee / account holder | $0 | $6,645-100.0% | $5,333-100.0% | $10,133-100.0% |