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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,114 | $99,345-73.7% | $84,753-69.2% | $273,972-90.5% |
| Participation rate | 90.9% | 80.7%+10.2pp | 76.6%+14.3pp | 83.0%+7.9pp |
| Annual return | 18.95% | 22.93%-4.0pp | 22.78%-3.8pp | 41.46%-22.5pp |
| Employer contribution / active EE | $1,818 | $4,214-56.9% | $3,574-49.1% | $4,869-62.7% |
| Participant deferral / active EE | $0 | $4,270-100.0% | $3,712-100.0% | $5,287-100.0% |
| Admin fee / account holder | $0 | $6,645-100.0% | $5,333-100.0% | $10,133-100.0% |