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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,358 | $106,247-87.4% | $96,515-86.2% | $139,466-90.4% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 12.14% | 38.47%-26.3pp | 35.73%-23.6pp | 373.66%-361.5pp |
| Employer contribution / active EE | $3,124 | $4,106-23.9% | $3,740-16.5% | $4,754-34.3% |
| Participant deferral / active EE | $7,500 | $5,456+37.5% | $4,880+53.7% | $6,712+11.7% |
| Admin fee / account holder | $0 | $7,885-100.0% | $6,735-100.0% | $11,409-100.0% |