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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,406 | $46,464-19.5% | $150,298-75.1% | $79,634-53.0% |
| Participation rate | 98.1% | 57.0%+41.1pp | 77.8%+20.3pp | 62.5%+35.6pp |
| Annual return | 11.44% | 27.89%-16.4pp | 62.79%-51.3pp | 36.46%-25.0pp |
| Employer contribution / active EE | $2,935 | $1,512+94.2% | $4,154-29.4% | $2,529+16.0% |
| Participant deferral / active EE | $0 | $2,157-100.0% | $5,453-100.0% | $3,835-100.0% |
| Admin fee / account holder | $0 | $891-100.0% | $14,116-100.0% | $1,002-100.0% |