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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,840 | $49,249-73.9% | $70,476-81.8% | $79,852-83.9% |
| Participation rate | 100.0% | 69.2%+30.8pp | 75.1%+24.9pp | 69.6%+30.4pp |
| Annual return | 17.81% | 30.09%-12.3pp | 109.12%-91.3pp | 31.72%-13.9pp |
| Employer contribution / active EE | $2,396 | $2,100+14.1% | $2,738-12.5% | $2,471-3.1% |
| Participant deferral / active EE | $0 | $2,769-100.0% | $3,710-100.0% | $3,740-100.0% |
| Admin fee / account holder | $170 | $2,878-94.1% | $3,847-95.6% | $5,306-96.8% |