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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,925 | $75,962-77.7% | $154,108-89.0% | $64,173-73.6% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | 3.40% | 30.32%-26.9pp | 735.21%-731.8pp | 7.63%-4.2pp |
| Employer contribution / active EE | $3,150 | $3,350-6.0% | $5,298-40.5% | $2,381+32.3% |
| Participant deferral / active EE | $0 | $3,175-100.0% | $5,081-100.0% | $3,470-100.0% |
| Admin fee / account holder | $3 | $5,589-100.0% | $13,411-100.0% | $4,887-99.9% |