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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,982 | $65,378-31.2% | $87,103-48.4% | $65,186-31.0% |
| Participation rate | 100.0% | 75.3%+24.7pp | 76.9%+23.1pp | 70.2%+29.8pp |
| Annual return | 20.83% | 31.28%-10.4pp | 28.19%-7.4pp | 29.39%-8.6pp |
| Employer contribution / active EE | $1,202 | $1,823-34.1% | $2,521-52.3% | $2,177-44.8% |
| Participant deferral / active EE | $0 | $3,389-100.0% | $4,049-100.0% | $3,514-100.0% |
| Admin fee / account holder | $0 | $520-100.0% | $7,491-100.0% | $847-100.0% |