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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,974 | $75,388-4.5% | $123,553-41.7% | $55,725+29.2% |
| Participation rate | 100.0% | 75.7%+24.3pp | 82.3%+17.7pp | 70.9%+29.1pp |
| Annual return | 4.35% | 4.48%-0.1pp | 119.21%-114.9pp | 244.93%-240.6pp |
| Employer contribution / active EE | $3,360 | $3,063+9.7% | $4,628-27.4% | $2,078+61.7% |
| Participant deferral / active EE | $0 | $5,651-100.0% | $6,426-100.0% | $3,356-100.0% |
| Admin fee / account holder | $0 | $120-100.0% | $9,284-100.0% | $115-100.0% |