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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,789 | $108,285-91.9% | $77,552-88.7% | $158,982-94.5% |
| Participation rate | 100.0% | 64.4%+35.6pp | 54.2%+45.8pp | 82.0%+18.0pp |
| Annual return | 41.80% | 31.69%+10.1pp | 54.82%-13.0pp | 302.99%-261.2pp |
| Employer contribution / active EE | $1,874 | $1,325+41.4% | $987+89.9% | $4,763-60.7% |
| Participant deferral / active EE | $2,810 | $2,455+14.4% | $1,861+51.0% | $5,983-53.0% |
| Admin fee / account holder | $0 | $3,709-100.0% | $2,859-100.0% | $11,252-100.0% |