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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,903 | $211,288-59.3% | $178,540-51.9% | $145,884-41.1% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 11.86% | 30.27%-18.4pp | 27.15%-15.3pp | 551.85%-540.0pp |
| Employer contribution / active EE | $1,318 | $4,574-71.2% | $3,953-66.7% | $4,662-71.7% |
| Participant deferral / active EE | $1,318 | $6,967-81.1% | $6,281-79.0% | $6,690-80.3% |
| Admin fee / account holder | $0 | $12,105-100.0% | $10,424-100.0% | $13,392-100.0% |