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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,431 | $48,011-67.9% | $63,803-75.8% | $82,637-81.3% |
| Participation rate | 98.5% | 66.6%+32.0pp | 72.7%+25.8pp | 68.1%+30.5pp |
| Annual return | 14.11% | 19.84%-5.7pp | 543.72%-529.6pp | 53.51%-39.4pp |
| Employer contribution / active EE | $681 | $1,904-64.2% | $2,532-73.1% | $2,552-73.3% |
| Participant deferral / active EE | $0 | $2,846-100.0% | $3,843-100.0% | $4,126-100.0% |
| Admin fee / account holder | $225 | $3,873-94.2% | $5,196-95.7% | $7,339-96.9% |