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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,142 | $90,504-82.2% | $78,690-79.5% | $273,965-94.1% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 5.13% | 75.61%-70.5pp | 62.18%-57.0pp | 41.45%-36.3pp |
| Employer contribution / active EE | $1,278 | $3,176-59.7% | $2,851-55.2% | $4,869-73.7% |
| Participant deferral / active EE | $0 | $3,901-100.0% | $3,517-100.0% | $5,287-100.0% |
| Admin fee / account holder | $0 | $5,263-100.0% | $4,511-100.0% | $10,132-100.0% |