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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,805 | $157,829-81.7% | $136,867-79.0% | $198,609-85.5% |
| Participation rate | 100.0% | 77.2%+22.8pp | 74.5%+25.5pp | 82.4%+17.6pp |
| Annual return | 19.39% | 51.25%-31.9pp | 42.97%-23.6pp | 202.70%-183.3pp |
| Employer contribution / active EE | $3,503 | $3,923-10.7% | $3,547-1.3% | $5,055-30.7% |
| Participant deferral / active EE | $17,978 | $5,463+229.1% | $4,924+265.1% | $6,977+157.7% |
| Admin fee / account holder | $77 | $11,107-99.3% | $10,340-99.3% | $19,030-99.6% |