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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,730 | $72,177-42.2% | $115,038-63.7% | $59,633-30.0% |
| Participation rate | 100.0% | 72.6%+27.4pp | 81.4%+18.6pp | 68.7%+31.3pp |
| Annual return | 12.87% | 12.02%+0.8pp | 26.14%-13.3pp | 2041.45%-2028.6pp |
| Employer contribution / active EE | $4,809 | $2,841+69.3% | $4,608+4.4% | $2,203+118.3% |
| Participant deferral / active EE | $0 | $4,783-100.0% | $6,026-100.0% | $3,192-100.0% |
| Admin fee / account holder | $0 | $4,927-100.0% | $8,175-100.0% | $4,297-100.0% |