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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,664 | $90,486-80.5% | $78,676-77.5% | $273,972-93.6% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 4.43% | 75.62%-71.2pp | 62.19%-57.8pp | 41.46%-37.0pp |
| Employer contribution / active EE | $1,306 | $3,175-58.9% | $2,850-54.2% | $4,869-73.2% |
| Participant deferral / active EE | $0 | $3,901-100.0% | $3,517-100.0% | $5,287-100.0% |
| Admin fee / account holder | $0 | $5,263-100.0% | $4,510-100.0% | $10,133-100.0% |