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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,762 | $102,828-64.2% | $105,387-65.1% | $152,885-76.0% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 29.91% | 20.85%+9.1pp | 26.82%+3.1pp | 345.39%-315.5pp |
| Employer contribution / active EE | $1,707 | $4,473-61.8% | $4,213-59.5% | $4,763-64.2% |
| Participant deferral / active EE | $2,710 | $5,465-50.4% | $5,502-50.8% | $5,851-53.7% |
| Admin fee / account holder | $0 | $8,683-100.0% | $6,559-100.0% | $11,598-100.0% |