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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,839 | $83,485-5.6% | $125,192-37.0% | $72,975+8.0% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.5%+30.5pp |
| Annual return | 17.95% | 25.77%-7.8pp | 43.79%-25.8pp | 81.01%-63.1pp |
| Employer contribution / active EE | $1,723 | $2,346-26.5% | $3,866-55.4% | $2,440-29.4% |
| Participant deferral / active EE | $0 | $3,586-100.0% | $4,937-100.0% | $3,608-100.0% |
| Admin fee / account holder | $111 | $5,518-98.0% | $9,704-98.9% | $5,124-97.8% |