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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,120 | $64,311-36.1% | $57,356-28.3% | $125,389-67.2% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 83.2%+16.8pp |
| Annual return | -0.89% | 25.14%-26.0pp | 24.41%-25.3pp | 282.24%-283.1pp |
| Employer contribution / active EE | $1,242 | $3,193-61.1% | $2,689-53.8% | $4,866-74.5% |
| Participant deferral / active EE | $3,014 | $3,846-21.6% | $3,162-4.7% | $5,352-43.7% |
| Admin fee / account holder | $0 | $5,243-100.0% | $3,357-100.0% | $9,541-100.0% |