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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,801 | $109,372-39.8% | $89,414-26.4% | $158,966-58.6% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 11.97% | 345.55%-333.6pp | 245.50%-233.5pp | 302.95%-291.0pp |
| Employer contribution / active EE | $1,796 | $3,171-43.4% | $2,586-30.6% | $4,762-62.3% |
| Participant deferral / active EE | $11,325 | $4,598+146.3% | $3,890+191.2% | $5,983+89.3% |
| Admin fee / account holder | $14 | $6,156-99.8% | $4,883-99.7% | $11,250-99.9% |