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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,394 | $124,314-78.8% | $109,163-75.8% | $167,518-84.2% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 11.45% | 26.04%-14.6pp | 25.75%-14.3pp | 478.71%-467.3pp |
| Employer contribution / active EE | $7,011 | $4,209+66.6% | $3,723+88.4% | $4,838+44.9% |
| Participant deferral / active EE | $7,492 | $5,256+42.5% | $4,654+61.0% | $6,342+18.1% |
| Admin fee / account holder | $164 | $7,973-97.9% | $6,754-97.6% | $12,312-98.7% |