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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,724 | $105,960-55.0% | $81,726-41.6% | $158,982-70.0% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.0%+28.0pp | 82.0%+18.0pp |
| Annual return | 10.85% | 38.19%-27.3pp | 29.49%-18.6pp | 302.99%-292.1pp |
| Employer contribution / active EE | $1,004 | $7,805-87.1% | $4,311-76.7% | $4,763-78.9% |
| Participant deferral / active EE | $13,292 | $13,011+2.2% | $7,108+87.0% | $5,983+122.1% |
| Admin fee / account holder | $0 | $8,494-100.0% | $5,160-100.0% | $11,252-100.0% |