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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $112,035 | $141,004-20.5% | $112,273-0.2% | $139,466-19.7% |
| Participation rate | 100.0% | 79.2%+20.8pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 18.45% | 32.75%-14.3pp | 30.23%-11.8pp | 373.66%-355.2pp |
| Employer contribution / active EE | $909 | $4,285-78.8% | $3,431-73.5% | $4,754-80.9% |
| Participant deferral / active EE | $0 | $5,878-100.0% | $4,800-100.0% | $6,712-100.0% |
| Admin fee / account holder | $29 | $9,959-99.7% | $7,752-99.6% | $11,409-99.7% |