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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,773 | $104,694-86.8% | $85,709-83.9% | $167,536-91.8% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.9%+30.1pp | 82.1%+17.9pp |
| Annual return | 11.15% | 21.45%-10.3pp | 21.49%-10.3pp | 478.82%-467.7pp |
| Employer contribution / active EE | $3,210 | $3,337-3.8% | $2,619+22.6% | $4,839-33.7% |
| Participant deferral / active EE | $3,210 | $4,826-33.5% | $3,924-18.2% | $6,342-49.4% |
| Admin fee / account holder | $20 | $10,035-99.8% | $6,876-99.7% | $12,315-99.8% |