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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,146 | $162,967-74.1% | $135,792-69.0% | $138,895-69.7% |
| Participation rate | 100.0% | 78.3%+21.7pp | 72.6%+27.4pp | 79.9%+20.1pp |
| Annual return | 20.40% | 30.08%-9.7pp | 25.96%-5.6pp | 145.39%-125.0pp |
| Employer contribution / active EE | $822 | $4,211-80.5% | $3,496-76.5% | $4,194-80.4% |
| Participant deferral / active EE | $2,403 | $5,640-57.4% | $4,759-49.5% | $6,396-62.4% |
| Admin fee / account holder | $0 | $15,306-100.0% | $12,266-100.0% | $12,562-100.0% |