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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,950 | $92,798-88.2% | $96,707-88.7% | $137,256-92.0% |
| Participation rate | 100.0% | 81.6%+18.4pp | 80.4%+19.6pp | 80.0%+20.0pp |
| Annual return | 0.00% | 31.24%-31.2pp | 34.78%-34.8pp | 220.34%-220.3pp |
| Employer contribution / active EE | $3,846 | $4,147-7.3% | $4,191-8.2% | $4,156-7.5% |
| Participant deferral / active EE | $9,624 | $5,877+63.8% | $5,997+60.5% | $6,407+50.2% |
| Admin fee / account holder | $0 | $7,946-100.0% | $7,503-100.0% | $12,270-100.0% |