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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,317 | $176,786-73.2% | $146,643-67.7% | $167,536-71.8% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 12.43% | 24.04%-11.6pp | 22.75%-10.3pp | 478.82%-466.4pp |
| Employer contribution / active EE | $8,690 | $5,161+68.4% | $4,137+110.1% | $4,839+79.6% |
| Participant deferral / active EE | $2,816 | $6,440-56.3% | $5,506-48.9% | $6,342-55.6% |
| Admin fee / account holder | $0 | $13,262-100.0% | $10,280-100.0% | $12,315-100.0% |