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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,517 | $69,252-80.5% | $64,099-78.9% | $139,456-90.3% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 21.81% | 45.89%-24.1pp | 33.70%-11.9pp | 373.45%-351.6pp |
| Employer contribution / active EE | $1,559 | $3,184-51.0% | $2,748-43.3% | $4,753-67.2% |
| Participant deferral / active EE | $1,559 | $4,683-66.7% | $3,881-59.8% | $6,711-76.8% |
| Admin fee / account holder | $0 | $4,248-100.0% | $3,070-100.0% | $11,407-100.0% |