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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,414 | $106,247-75.1% | $96,515-72.6% | $139,466-81.1% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 50.34% | 38.47%+11.9pp | 35.73%+14.6pp | 373.66%-323.3pp |
| Employer contribution / active EE | $3,668 | $4,106-10.7% | $3,740-1.9% | $4,754-22.8% |
| Participant deferral / active EE | $16,500 | $5,456+202.4% | $4,880+238.1% | $6,712+145.8% |
| Admin fee / account holder | $174 | $7,885-97.8% | $6,735-97.4% | $11,409-98.5% |