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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,568 | $113,338-81.9% | $94,993-78.3% | $147,586-86.1% |
| Participation rate | 100.0% | 78.0%+22.0pp | 73.9%+26.1pp | 82.8%+17.2pp |
| Annual return | 11.01% | 20.80%-9.8pp | 27.14%-16.1pp | 578.59%-567.6pp |
| Employer contribution / active EE | $4,078 | $3,160+29.0% | $2,603+56.6% | $4,876-16.4% |
| Participant deferral / active EE | $5,085 | $3,777+34.6% | $3,317+53.3% | $5,439-6.5% |
| Admin fee / account holder | $0 | $6,063-100.0% | $4,960-100.0% | $10,886-100.0% |