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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,687 | $103,392-67.4% | $87,104-61.3% | $152,897-78.0% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.9%+23.1pp | 82.5%+17.5pp |
| Annual return | 33.09% | 28.10%+5.0pp | 28.19%+4.9pp | 345.43%-312.3pp |
| Employer contribution / active EE | $2,695 | $3,221-16.3% | $2,521+6.9% | $4,764-43.4% |
| Participant deferral / active EE | $5,000 | $4,778+4.6% | $4,048+23.5% | $5,851-14.5% |
| Admin fee / account holder | $0 | $12,194-100.0% | $7,491-100.0% | $11,599-100.0% |