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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,258 | $59,584-64.3% | $86,615-75.5% | $79,391-73.2% |
| Participation rate | 99.1% | 67.7%+31.4pp | 71.6%+27.4pp | 70.7%+28.4pp |
| Annual return | 23.77% | 23.15%+0.6pp | 63.51%-39.7pp | 116.88%-93.1pp |
| Employer contribution / active EE | $1,081 | $1,768-38.9% | $2,496-56.7% | $2,428-55.5% |
| Participant deferral / active EE | $0 | $3,036-100.0% | $3,699-100.0% | $4,046-100.0% |
| Admin fee / account holder | $0 | $604-100.0% | $5,830-100.0% | $627-100.0% |