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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,128 | $80,731-62.7% | $103,374-70.9% | $74,546-59.6% |
| Participation rate | 100.0% | 65.7%+34.3pp | 74.5%+25.5pp | 67.2%+32.8pp |
| Annual return | 14.23% | 27.56%-13.3pp | 24.89%-10.7pp | 1366.03%-1351.8pp |
| Employer contribution / active EE | $1,543 | $3,158-51.1% | $3,869-60.1% | $2,624-41.2% |
| Participant deferral / active EE | $0 | $3,860-100.0% | $5,058-100.0% | $4,347-100.0% |
| Admin fee / account holder | $4 | $2,369-99.8% | $8,394-100.0% | $1,944-99.8% |