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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,925 | $104,694-41.8% | $85,709-28.9% | $167,536-63.6% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.9%+30.1pp | 82.1%+17.9pp |
| Annual return | 11.28% | 21.45%-10.2pp | 21.49%-10.2pp | 478.82%-467.5pp |
| Employer contribution / active EE | $2,000 | $3,337-40.1% | $2,619-23.6% | $4,839-58.7% |
| Participant deferral / active EE | $1,248 | $4,826-74.1% | $3,924-68.2% | $6,342-80.3% |
| Admin fee / account holder | $0 | $10,035-100.0% | $6,876-100.0% | $12,315-100.0% |