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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,400 | $107,733-70.9% | $92,985-66.2% | $154,746-79.7% |
| Participation rate | 100.0% | 74.6%+25.4pp | 69.5%+30.5pp | 80.7%+19.3pp |
| Annual return | 10.84% | 30.39%-19.6pp | 27.99%-17.2pp | 172.34%-161.5pp |
| Employer contribution / active EE | $7,500 | $3,126+139.9% | $2,662+181.7% | $4,379+71.3% |
| Participant deferral / active EE | $0 | $5,053-100.0% | $4,377-100.0% | $6,730-100.0% |
| Admin fee / account holder | $264 | $11,369-97.7% | $9,463-97.2% | $14,365-98.2% |