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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,026 | $124,314-61.4% | $109,163-56.0% | $167,518-71.3% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 10.23% | 26.04%-15.8pp | 25.75%-15.5pp | 478.71%-468.5pp |
| Employer contribution / active EE | $1,162 | $4,209-72.4% | $3,723-68.8% | $4,838-76.0% |
| Participant deferral / active EE | $13,000 | $5,256+147.3% | $4,654+179.3% | $6,342+105.0% |
| Admin fee / account holder | $0 | $7,973-100.0% | $6,754-100.0% | $12,312-100.0% |