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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,054 | $69,252-72.5% | $64,099-70.3% | $139,456-86.3% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 27.40% | 45.89%-18.5pp | 33.70%-6.3pp | 373.45%-346.0pp |
| Employer contribution / active EE | $1,574 | $3,184-50.6% | $2,748-42.7% | $4,753-66.9% |
| Participant deferral / active EE | $9,544 | $4,683+103.8% | $3,881+145.9% | $6,711+42.2% |
| Admin fee / account holder | $0 | $4,248-100.0% | $3,070-100.0% | $11,407-100.0% |