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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,174 | $92,798-86.9% | $96,707-87.4% | $137,256-91.1% |
| Participation rate | 100.0% | 81.6%+18.4pp | 80.4%+19.6pp | 80.0%+20.0pp |
| Annual return | 19.72% | 31.24%-11.5pp | 34.78%-15.1pp | 220.34%-200.6pp |
| Employer contribution / active EE | $2,000 | $4,147-51.8% | $4,191-52.3% | $4,156-51.9% |
| Participant deferral / active EE | $0 | $5,877-100.0% | $5,997-100.0% | $6,407-100.0% |
| Admin fee / account holder | $238 | $7,946-97.0% | $7,503-96.8% | $12,270-98.1% |