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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,338 | $176,786-81.1% | $146,643-77.3% | $167,536-80.1% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 17.39% | 24.04%-6.6pp | 22.75%-5.4pp | 478.82%-461.4pp |
| Employer contribution / active EE | $3,176 | $5,161-38.5% | $4,137-23.2% | $4,839-34.4% |
| Participant deferral / active EE | $5,473 | $6,440-15.0% | $5,506-0.6% | $6,342-13.7% |
| Admin fee / account holder | $0 | $13,262-100.0% | $10,280-100.0% | $12,315-100.0% |