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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,703 | $124,330-79.3% | $109,173-76.5% | $167,536-84.7% |
| Participation rate | 100.0% | 79.5%+20.5pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 33.08% | 26.04%+7.0pp | 25.75%+7.3pp | 478.82%-445.7pp |
| Employer contribution / active EE | $3,037 | $4,209-27.8% | $3,723-18.4% | $4,839-37.2% |
| Participant deferral / active EE | $4,530 | $5,256-13.8% | $4,654-2.7% | $6,342-28.6% |
| Admin fee / account holder | $9 | $7,974-99.9% | $6,755-99.9% | $12,315-99.9% |