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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,745 | $85,094-83.8% | $76,327-82.0% | $145,884-90.6% |
| Participation rate | 100.0% | 82.9%+17.1pp | 79.2%+20.8pp | 80.3%+19.7pp |
| Annual return | 18.71% | 13.13%+5.6pp | 13.79%+4.9pp | 551.85%-533.1pp |
| Employer contribution / active EE | $3,864 | $5,261-26.6% | $4,584-15.7% | $4,662-17.1% |
| Participant deferral / active EE | $5,864 | $6,390-8.2% | $5,478+7.0% | $6,690-12.3% |
| Admin fee / account holder | $40 | $5,773-99.3% | $5,139-99.2% | $13,392-99.7% |