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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,609 | $69,274-86.1% | $64,097-85.0% | $139,487-93.1% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 18.07% | 46.00%-27.9pp | 33.75%-15.7pp | 373.84%-355.8pp |
| Employer contribution / active EE | $1,788 | $3,187-43.9% | $2,750-35.0% | $4,755-62.4% |
| Participant deferral / active EE | $0 | $4,685-100.0% | $3,881-100.0% | $6,713-100.0% |
| Admin fee / account holder | $0 | $4,247-100.0% | $3,070-100.0% | $11,407-100.0% |