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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,146 | $46,596-63.2% | $64,099-73.3% | $75,181-77.2% |
| Participation rate | 95.6% | 65.9%+29.7pp | 72.3%+23.3pp | 67.2%+28.4pp |
| Annual return | 19.36% | 26.04%-6.7pp | 33.70%-14.3pp | 160.69%-141.3pp |
| Employer contribution / active EE | $1,559 | $1,975-21.0% | $2,748-43.3% | $2,671-41.6% |
| Participant deferral / active EE | $0 | $2,837-100.0% | $3,881-100.0% | $4,126-100.0% |
| Admin fee / account holder | $0 | $2,954-100.0% | $3,070-100.0% | $5,650-100.0% |