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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,573 | $140,592-72.6% | $123,105-68.7% | $125,389-69.2% |
| Participation rate | 100.0% | 88.2%+11.8pp | 86.8%+13.2pp | 83.2%+16.8pp |
| Annual return | -1.43% | 16.80%-18.2pp | 13.22%-14.6pp | 282.24%-283.7pp |
| Employer contribution / active EE | $3,809 | $6,041-37.0% | $5,151-26.1% | $4,866-21.7% |
| Participant deferral / active EE | $0 | $6,980-100.0% | $6,229-100.0% | $5,352-100.0% |
| Admin fee / account holder | $75 | $11,198-99.3% | $9,014-99.2% | $9,541-99.2% |