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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,924 | $110,337-77.4% | $102,383-75.7% | $145,877-82.9% |
| Participation rate | 83.3% | 77.9%+5.4pp | 74.5%+8.8pp | 80.3%+3.0pp |
| Annual return | 17.29% | 24.83%-7.5pp | 24.94%-7.6pp | 551.28%-534.0pp |
| Employer contribution / active EE | $3,135 | $4,216-25.6% | $3,870-19.0% | $4,663-32.8% |
| Participant deferral / active EE | $3,544 | $5,621-36.9% | $5,060-29.9% | $6,691-47.0% |
| Admin fee / account holder | $0 | $9,750-100.0% | $8,391-100.0% | $13,402-100.0% |