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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,973 | $106,247-59.6% | $96,515-55.5% | $139,466-69.2% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 16.09% | 38.47%-22.4pp | 35.73%-19.6pp | 373.66%-357.6pp |
| Employer contribution / active EE | $8,889 | $4,106+116.5% | $3,740+137.7% | $4,754+87.0% |
| Participant deferral / active EE | $2,204 | $5,456-59.6% | $4,880-54.8% | $6,712-67.2% |
| Admin fee / account holder | $29 | $7,885-99.6% | $6,735-99.6% | $11,409-99.7% |