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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,776 | $50,820-13.9% | $155,567-71.9% | $77,671-43.6% |
| Participation rate | 99.7% | 63.1%+36.5pp | 78.2%+21.5pp | 70.6%+29.1pp |
| Annual return | 28.46% | 34.85%-6.4pp | 64.74%-36.3pp | 31.21%-2.7pp |
| Employer contribution / active EE | $965 | $1,993-51.6% | $4,674-79.4% | $2,726-64.6% |
| Participant deferral / active EE | $0 | $2,823-100.0% | $5,628-100.0% | $4,648-100.0% |
| Admin fee / account holder | $0 | $436-100.0% | $15,916-100.0% | $430-100.0% |