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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,097 | $124,351-86.3% | $109,188-84.3% | $167,553-89.8% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 20.49% | 26.04%-5.6pp | 25.76%-5.3pp | 478.89%-458.4pp |
| Employer contribution / active EE | $2,050 | $4,210-51.3% | $3,723-45.0% | $4,840-57.7% |
| Participant deferral / active EE | $8,123 | $5,257+54.5% | $4,654+74.5% | $6,343+28.1% |
| Admin fee / account holder | $89 | $7,975-98.9% | $6,755-98.7% | $12,316-99.3% |