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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,967 | $94,439-86.3% | $73,658-82.4% | $154,746-91.6% |
| Participation rate | 100.0% | 64.7%+35.3pp | 57.0%+43.0pp | 80.7%+19.3pp |
| Annual return | 15.53% | 28.25%-12.7pp | 29.72%-14.2pp | 172.34%-156.8pp |
| Employer contribution / active EE | $3,846 | $1,257+205.9% | $1,032+272.6% | $4,379-12.2% |
| Participant deferral / active EE | $0 | $2,527-100.0% | $2,062-100.0% | $6,730-100.0% |
| Admin fee / account holder | $91 | $3,843-97.6% | $3,357-97.3% | $14,365-99.4% |