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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,429 | $90,504-77.4% | $78,690-74.0% | $273,965-92.5% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 7.18% | 75.61%-68.4pp | 62.18%-55.0pp | 41.45%-34.3pp |
| Employer contribution / active EE | $0 | $3,176-100.0% | $2,851-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $3,188 | $3,901-18.3% | $3,517-9.4% | $5,287-39.7% |
| Admin fee / account holder | $10 | $5,263-99.8% | $4,511-99.8% | $10,132-99.9% |