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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,391 | $108,285-58.1% | $77,552-41.5% | $158,982-71.4% |
| Participation rate | 100.0% | 64.4%+35.6pp | 54.2%+45.8pp | 82.0%+18.0pp |
| Annual return | 12.86% | 31.69%-18.8pp | 54.82%-42.0pp | 302.99%-290.1pp |
| Employer contribution / active EE | $9,653 | $1,325+628.6% | $987+878.4% | $4,763+102.7% |
| Participant deferral / active EE | $1,562 | $2,455-36.4% | $1,861-16.1% | $5,983-73.9% |
| Admin fee / account holder | $0 | $3,709-100.0% | $2,859-100.0% | $11,252-100.0% |