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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,956 | $78,690-86.1% | $161,489-93.2% | $87,485-87.5% |
| Participation rate | 100.0% | 67.5%+32.5pp | 78.7%+21.3pp | 68.9%+31.1pp |
| Annual return | 13.63% | 32.74%-19.1pp | 89.72%-76.1pp | 26.06%-12.4pp |
| Employer contribution / active EE | $1,303 | $2,588-49.7% | $4,268-69.5% | $2,596-49.8% |
| Participant deferral / active EE | $2,082 | $3,311-37.1% | $5,630-63.0% | $4,274-51.3% |
| Admin fee / account holder | $0 | $6,724-100.0% | $16,006-100.0% | $7,775-100.0% |