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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $5,955 | $122,962-95.2% | $71,585-91.7% | $138,895-95.7% |
| Participation rate | 100.0% | 68.9%+31.1pp | 68.2%+31.8pp | 79.9%+20.1pp |
| Annual return | 20.74% | 37.84%-17.1pp | 59.26%-38.5pp | 145.39%-124.7pp |
| Employer contribution / active EE | $1,181 | $2,620-54.9% | $1,669-29.2% | $4,194-71.8% |
| Participant deferral / active EE | $1,282 | $4,311-70.3% | $2,923-56.2% | $6,396-80.0% |
| Admin fee / account holder | $11 | $6,488-99.8% | $4,712-99.8% | $12,562-99.9% |