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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,789 | $90,486-72.6% | $78,676-68.5% | $273,972-91.0% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 6.59% | 75.62%-69.0pp | 62.19%-55.6pp | 41.46%-34.9pp |
| Employer contribution / active EE | $4,331 | $3,175+36.4% | $2,850+52.0% | $4,869-11.0% |
| Participant deferral / active EE | $7,840 | $3,901+101.0% | $3,517+122.9% | $5,287+48.3% |
| Admin fee / account holder | $18 | $5,263-99.7% | $4,510-99.6% | $10,133-99.8% |