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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,931 | $149,741-70.7% | $118,914-63.1% | $158,982-72.4% |
| Participation rate | 100.0% | 82.1%+17.9pp | 75.4%+24.6pp | 82.0%+18.0pp |
| Annual return | 7.86% | 19.94%-12.1pp | 35.89%-28.0pp | 302.99%-295.1pp |
| Employer contribution / active EE | $1,900 | $4,119-53.9% | $3,264-41.8% | $4,763-60.1% |
| Participant deferral / active EE | $0 | $5,226-100.0% | $4,266-100.0% | $5,983-100.0% |
| Admin fee / account holder | $0 | $8,607-100.0% | $6,582-100.0% | $11,252-100.0% |