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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,029 | $110,307-59.2% | $96,576-53.4% | $139,456-67.7% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 16.45% | 26.40%-10.0pp | 25.87%-9.4pp | 373.45%-357.0pp |
| Employer contribution / active EE | $12,516 | $3,619+245.8% | $2,965+322.1% | $4,753+163.3% |
| Participant deferral / active EE | $5,283 | $5,547-4.8% | $4,851+8.9% | $6,711-21.3% |
| Admin fee / account holder | $0 | $11,597-100.0% | $8,253-100.0% | $11,407-100.0% |