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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,305 | $65,712-75.2% | $57,196-71.5% | $273,972-94.0% |
| Participation rate | 92.9% | 78.3%+14.5pp | 75.3%+17.5pp | 83.0%+9.8pp |
| Annual return | 1.71% | 22.01%-20.3pp | 14.59%-12.9pp | 41.46%-39.7pp |
| Employer contribution / active EE | $0 | $3,280-100.0% | $2,683-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $3,160 | $3,782-16.5% | $3,096+2.0% | $5,287-40.2% |
| Admin fee / account holder | $4 | $4,838-99.9% | $3,141-99.9% | $10,133-100.0% |