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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,656 | $168,231-75.8% | $67,834-40.1% | $63,975-36.4% |
| Participation rate | 100.0% | 66.8%+33.2pp | 68.8%+31.2pp | 71.1%+28.9pp |
| Annual return | 6.75% | 11.76%-5.0pp | 138.47%-131.7pp | 48.65%-41.9pp |
| Employer contribution / active EE | $251 | $1,907-86.8% | $2,403-89.5% | $2,182-88.5% |
| Participant deferral / active EE | $0 | $2,827-100.0% | $3,160-100.0% | $3,356-100.0% |
| Admin fee / account holder | $0 | $81-100.0% | $4,622-100.0% | $70-100.0% |