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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,320 | $114,237-62.1% | $119,258-63.7% | $167,497-74.1% |
| Participation rate | 100.0% | 83.7%+16.3pp | 82.7%+17.3pp | 82.1%+17.9pp |
| Annual return | 19.22% | 29.87%-10.6pp | 30.69%-11.5pp | 478.62%-459.4pp |
| Employer contribution / active EE | $3,000 | $4,481-33.1% | $4,384-31.6% | $4,838-38.0% |
| Participant deferral / active EE | $0 | $6,084-100.0% | $6,111-100.0% | $6,341-100.0% |
| Admin fee / account holder | $85 | $8,932-99.0% | $7,226-98.8% | $12,310-99.3% |