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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,731 | $72,492-56.2% | $87,102-63.6% | $72,983-56.5% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 21.16% | 24.46%-3.3pp | 28.19%-7.0pp | 81.01%-59.8pp |
| Employer contribution / active EE | $4,625 | $1,894+144.2% | $2,521+83.4% | $2,440+89.5% |
| Participant deferral / active EE | $0 | $3,270-100.0% | $4,048-100.0% | $3,608-100.0% |
| Admin fee / account holder | $103 | $5,055-98.0% | $7,491-98.6% | $5,124-98.0% |