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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,692 | $142,426-67.2% | $115,167-59.5% | $152,909-69.5% |
| Participation rate | 100.0% | 82.4%+17.6pp | 75.9%+24.1pp | 82.5%+17.5pp |
| Annual return | 16.85% | 41.48%-24.6pp | 35.60%-18.8pp | 345.46%-328.6pp |
| Employer contribution / active EE | $3,063 | $4,011-23.6% | $3,179-3.7% | $4,764-35.7% |
| Participant deferral / active EE | $4,650 | $5,165-10.0% | $4,169+11.5% | $5,851-20.5% |
| Admin fee / account holder | $0 | $8,464-100.0% | $7,089-100.0% | $11,601-100.0% |