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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,746 | $110,337-89.4% | $102,383-88.5% | $145,877-91.9% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 22.10% | 24.83%-2.7pp | 24.94%-2.8pp | 551.28%-529.2pp |
| Employer contribution / active EE | $9,562 | $4,216+126.8% | $3,870+147.1% | $4,663+105.1% |
| Participant deferral / active EE | $4,397 | $5,621-21.8% | $5,060-13.1% | $6,691-34.3% |
| Admin fee / account holder | $37 | $9,750-99.6% | $8,391-99.6% | $13,402-99.7% |