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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,580 | $103,957-84.1% | $69,182-76.0% | $273,968-93.9% |
| Participation rate | 100.0% | 67.4%+32.6pp | 55.1%+44.9pp | 83.0%+17.0pp |
| Annual return | 0.00% | 35.28%-35.3pp | -21.94%+21.9pp | 41.45%-41.5pp |
| Employer contribution / active EE | $6,246 | $1,781+250.7% | $1,205+418.3% | $4,869+28.3% |
| Participant deferral / active EE | $10,333 | $2,716+280.5% | $1,896+444.9% | $5,287+95.4% |
| Admin fee / account holder | $0 | $3,671-100.0% | $2,697-100.0% | $10,132-100.0% |