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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,639 | $167,352-66.2% | $143,788-60.6% | $134,509-57.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | 6.66% | 0.47%+6.2pp | -0.03%+6.7pp | 418.13%-411.5pp |
| Employer contribution / active EE | $10,000 | $5,620+77.9% | $4,952+102.0% | $4,741+110.9% |
| Participant deferral / active EE | $0 | $6,447-100.0% | $5,638-100.0% | $6,400-100.0% |
| Admin fee / account holder | $0 | $18,091-100.0% | $14,675-100.0% | $11,427-100.0% |