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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,175 | $154,193-77.2% | $130,045-73.0% | $139,466-74.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 14.75% | 32.51%-17.8pp | -137.30%+152.1pp | 373.66%-358.9pp |
| Employer contribution / active EE | $4,897 | $5,292-7.5% | $4,321+13.3% | $4,754+3.0% |
| Participant deferral / active EE | $0 | $6,709-100.0% | $5,820-100.0% | $6,712-100.0% |
| Admin fee / account holder | $111 | $13,989-99.2% | $10,600-99.0% | $11,409-99.0% |