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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,433 | $127,387-71.4% | $115,038-68.3% | $125,389-70.9% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -0.22% | 31.28%-31.5pp | 26.14%-26.4pp | 282.24%-282.5pp |
| Employer contribution / active EE | $1,597 | $5,166-69.1% | $4,608-65.3% | $4,866-67.2% |
| Participant deferral / active EE | $11,479 | $6,423+78.7% | $6,026+90.5% | $5,352+114.5% |
| Admin fee / account holder | $0 | $9,516-100.0% | $8,175-100.0% | $9,541-100.0% |