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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,331 | $92,219-61.7% | $76,768-54.0% | $135,379-73.9% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | 6.14% | 5.46%+0.7pp | 2.43%+3.7pp | 519.79%-513.6pp |
| Employer contribution / active EE | $1,550 | $3,216-51.8% | $2,485-37.6% | $4,779-67.6% |
| Participant deferral / active EE | $2,331 | $4,508-48.3% | $3,852-39.5% | $5,609-58.4% |
| Admin fee / account holder | $0 | $10,749-100.0% | $6,675-100.0% | $10,828-100.0% |