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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,252 | $86,897-43.3% | $151,628-67.5% | $64,814-24.0% |
| Participation rate | 100.0% | 87.3%+12.7pp | 87.5%+12.5pp | 71.5%+28.5pp |
| Annual return | 17.41% | -3.57%+21.0pp | 3.34%+14.1pp | 32.84%-15.4pp |
| Employer contribution / active EE | $5,815 | $4,010+45.0% | $6,165-5.7% | $2,507+132.0% |
| Participant deferral / active EE | $0 | $6,690-100.0% | $8,363-100.0% | $4,310-100.0% |
| Admin fee / account holder | $0 | $153-100.0% | $11,613-100.0% | $188-100.0% |