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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,354 | $77,419-71.1% | $69,461-67.8% | $152,885-85.4% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.5%+17.5pp |
| Annual return | 25.46% | 39.07%-13.6pp | 28.97%-3.5pp | 345.39%-319.9pp |
| Employer contribution / active EE | $3,107 | $3,315-6.3% | $2,779+11.8% | $4,763-34.8% |
| Participant deferral / active EE | $3,107 | $4,414-29.6% | $3,536-12.1% | $5,851-46.9% |
| Admin fee / account holder | $60 | $6,207-99.0% | $3,840-98.4% | $11,598-99.5% |