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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,850 | $91,198-77.1% | $178,503-88.3% | $79,856-73.9% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 17.44% | 24.20%-6.8pp | 151.12%-133.7pp | 31.71%-14.3pp |
| Employer contribution / active EE | $4,076 | $3,257+25.2% | $5,011-18.7% | $2,471+64.9% |
| Participant deferral / active EE | $3,292 | $3,237+1.7% | $5,202-36.7% | $3,741-12.0% |
| Admin fee / account holder | $0 | $6,748-100.0% | $13,987-100.0% | $5,306-100.0% |