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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,054 | $65,685-48.2% | $57,181-40.4% | $273,968-87.6% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | 5.69% | 21.99%-16.3pp | 14.59%-8.9pp | 41.45%-35.8pp |
| Employer contribution / active EE | $1,909 | $3,279-41.8% | $2,682-28.8% | $4,869-60.8% |
| Participant deferral / active EE | $0 | $3,781-100.0% | $3,096-100.0% | $5,287-100.0% |
| Admin fee / account holder | $92 | $4,835-98.1% | $3,139-97.1% | $10,132-99.1% |