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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,383 | $108,911-57.4% | $100,392-53.8% | $145,884-68.2% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 12.03% | 58.23%-46.2pp | 49.45%-37.4pp | 551.85%-539.8pp |
| Employer contribution / active EE | $854 | $4,420-80.7% | $3,941-78.3% | $4,662-81.7% |
| Participant deferral / active EE | $11,500 | $8,459+36.0% | $8,090+42.2% | $6,690+71.9% |
| Admin fee / account holder | $0 | $9,698-100.0% | $7,904-100.0% | $13,392-100.0% |