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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,000 | $61,214-11.8% | $83,327-35.2% | $56,289-4.1% |
| Participation rate | 96.3% | 72.6%+23.8pp | 77.8%+18.6pp | 69.9%+26.5pp |
| Annual return | 4.65% | 0.42%+4.2pp | 10.64%-6.0pp | -9.96%+14.6pp |
| Employer contribution / active EE | $4,863 | $1,925+152.6% | $3,379+43.9% | $2,111+130.3% |
| Participant deferral / active EE | $0 | $5,091-100.0% | $5,565-100.0% | $3,350-100.0% |
| Admin fee / account holder | $0 | $512-100.0% | $7,540-100.0% | $521-100.0% |