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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,491 | $165,939-81.6% | $122,354-75.1% | $147,586-79.3% |
| Participation rate | 100.0% | 79.6%+20.4pp | 71.6%+28.4pp | 82.8%+17.2pp |
| Annual return | 11.93% | 34.56%-22.6pp | 30.28%-18.3pp | 578.59%-566.7pp |
| Employer contribution / active EE | $3,354 | $5,754-41.7% | $4,051-17.2% | $4,876-31.2% |
| Participant deferral / active EE | $3,354 | $4,005-16.3% | $3,287+2.0% | $5,439-38.3% |
| Admin fee / account holder | $45 | $7,425-99.4% | $5,479-99.2% | $10,886-99.6% |