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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,114 | $64,311-1.9% | $57,356+10.0% | $125,389-49.7% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 83.2%+16.8pp |
| Annual return | 1.90% | 25.14%-23.2pp | 24.41%-22.5pp | 282.24%-280.3pp |
| Employer contribution / active EE | $1,201 | $3,193-62.4% | $2,689-55.3% | $4,866-75.3% |
| Participant deferral / active EE | $1,288 | $3,846-66.5% | $3,162-59.3% | $5,352-75.9% |
| Admin fee / account holder | $0 | $5,243-100.0% | $3,357-100.0% | $9,541-100.0% |