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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,491 | $77,449-81.3% | $69,483-79.1% | $152,909-90.5% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.5%+17.5pp |
| Annual return | 13.88% | 39.09%-25.2pp | 28.99%-15.1pp | 345.46%-331.6pp |
| Employer contribution / active EE | $1,761 | $3,316-46.9% | $2,780-36.7% | $4,764-63.0% |
| Participant deferral / active EE | $0 | $4,415-100.0% | $3,537-100.0% | $5,851-100.0% |
| Admin fee / account holder | $208 | $6,210-96.7% | $3,841-94.6% | $11,601-98.2% |