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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,515 | $114,237-67.2% | $119,258-68.5% | $167,536-77.6% |
| Participation rate | 100.0% | 83.7%+16.3pp | 82.7%+17.3pp | 82.1%+17.9pp |
| Annual return | 16.67% | 29.87%-13.2pp | 30.69%-14.0pp | 478.82%-462.2pp |
| Employer contribution / active EE | $1,754 | $4,481-60.9% | $4,384-60.0% | $4,839-63.8% |
| Participant deferral / active EE | $7,788 | $6,084+28.0% | $6,111+27.4% | $6,342+22.8% |
| Admin fee / account holder | $0 | $8,932-100.0% | $7,226-100.0% | $12,315-100.0% |