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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,033 | $40,264-50.2% | $57,349-65.1% | $59,633-66.4% |
| Participation rate | 100.0% | 69.2%+30.8pp | 75.1%+24.9pp | 68.7%+31.3pp |
| Annual return | 1.05% | 27.51%-26.5pp | 24.40%-23.4pp | 2041.40%-2040.4pp |
| Employer contribution / active EE | $2,777 | $1,922+44.5% | $2,689+3.3% | $2,203+26.1% |
| Participant deferral / active EE | $2,910 | $2,400+21.3% | $3,162-8.0% | $3,192-8.8% |
| Admin fee / account holder | $231 | $2,819-91.8% | $3,356-93.1% | $4,297-94.6% |