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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,103 | $100,262-50.0% | $81,370-38.4% | $145,897-65.7% |
| Participation rate | 100.0% | 74.3%+25.7pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 26.16% | 34.52%-8.4pp | 24.85%+1.3pp | 552.29%-526.1pp |
| Employer contribution / active EE | $8,418 | $2,979+182.6% | $2,464+241.7% | $4,663+80.5% |
| Participant deferral / active EE | $6,560 | $4,612+42.2% | $3,885+68.8% | $6,689-1.9% |
| Admin fee / account holder | $0 | $8,163-100.0% | $5,749-100.0% | $13,390-100.0% |