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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,315 | $106,267-76.2% | $96,520-73.8% | $139,456-81.8% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 28.67% | 38.45%-9.8pp | 35.72%-7.1pp | 373.45%-344.8pp |
| Employer contribution / active EE | $4,118 | $4,105+0.3% | $3,739+10.1% | $4,753-13.4% |
| Participant deferral / active EE | $5,955 | $5,454+9.2% | $4,879+22.1% | $6,711-11.3% |
| Admin fee / account holder | $110 | $7,882-98.6% | $6,733-98.4% | $11,407-99.0% |