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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,139 | $110,379-71.8% | $102,412-69.6% | $145,884-78.7% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 21.07% | 24.84%-3.8pp | 24.94%-3.9pp | 551.85%-530.8pp |
| Employer contribution / active EE | $8,817 | $4,216+109.1% | $3,870+127.8% | $4,662+89.1% |
| Participant deferral / active EE | $8,801 | $5,622+56.6% | $5,060+73.9% | $6,690+31.6% |
| Admin fee / account holder | $158 | $9,745-98.4% | $8,388-98.1% | $13,392-98.8% |