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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,898 | $110,278-67.4% | $95,740-62.5% | $139,466-74.3% |
| Participation rate | 100.0% | 75.7%+24.3pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 18.36% | 27.19%-8.8pp | 28.41%-10.1pp | 373.66%-355.3pp |
| Employer contribution / active EE | $7,053 | $3,260+116.3% | $2,836+148.7% | $4,754+48.4% |
| Participant deferral / active EE | $7,053 | $4,674+50.9% | $4,244+66.2% | $6,712+5.1% |
| Admin fee / account holder | $271 | $6,613-95.9% | $5,676-95.2% | $11,409-97.6% |