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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,502 | $62,166-25.2% | $81,286-42.8% | $74,429-37.5% |
| Participation rate | 100.0% | 64.1%+35.9pp | 69.5%+30.5pp | 67.2%+32.8pp |
| Annual return | 17.57% | 16.50%+1.1pp | 24.80%-7.2pp | 1368.38%-1350.8pp |
| Employer contribution / active EE | $3,972 | $1,881+111.2% | $2,463+61.3% | $2,625+51.3% |
| Participant deferral / active EE | $0 | $3,223-100.0% | $3,883-100.0% | $4,348-100.0% |
| Admin fee / account holder | $4 | $1,925-99.8% | $5,764-99.9% | $1,944-99.8% |