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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,099 | $90,509-53.5% | $78,693-46.5% | $273,968-84.6% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 7.08% | 75.61%-68.5pp | 62.18%-55.1pp | 41.45%-34.4pp |
| Employer contribution / active EE | $6,369 | $3,175+100.6% | $2,850+123.5% | $4,869+30.8% |
| Participant deferral / active EE | $9,009 | $3,901+130.9% | $3,517+156.2% | $5,287+70.4% |
| Admin fee / account holder | $0 | $5,264-100.0% | $4,511-100.0% | $10,132-100.0% |