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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,128 | $90,486-52.3% | $78,676-45.2% | $273,972-84.3% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 8.09% | 75.62%-67.5pp | 62.19%-54.1pp | 41.46%-33.4pp |
| Employer contribution / active EE | $2,273 | $3,175-28.4% | $2,850-20.3% | $4,869-53.3% |
| Participant deferral / active EE | $0 | $3,901-100.0% | $3,517-100.0% | $5,287-100.0% |
| Admin fee / account holder | $276 | $5,263-94.8% | $4,510-93.9% | $10,133-97.3% |