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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,879 | $47,944-69.0% | $67,834-78.1% | $62,881-76.3% |
| Participation rate | 100.0% | 61.1%+38.9pp | 68.8%+31.2pp | 69.3%+30.7pp |
| Annual return | 8.93% | 11.77%-2.8pp | 138.47%-129.5pp | 20.14%-11.2pp |
| Employer contribution / active EE | $338 | $1,562-78.4% | $2,403-86.0% | $2,281-85.2% |
| Participant deferral / active EE | $0 | $2,247-100.0% | $3,160-100.0% | $3,203-100.0% |
| Admin fee / account holder | $199 | $3,712-94.6% | $4,622-95.7% | $4,296-95.4% |