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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,142 | $105,864-73.4% | $90,162-68.8% | $147,585-80.9% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 29.52% | 37.63%-8.1pp | 34.88%-5.4pp | 578.56%-549.0pp |
| Employer contribution / active EE | $5,680 | $4,126+37.7% | $3,318+71.2% | $4,876+16.5% |
| Participant deferral / active EE | $0 | $5,733-100.0% | $5,287-100.0% | $5,439-100.0% |
| Admin fee / account holder | $151 | $8,046-98.1% | $5,943-97.5% | $10,885-98.6% |