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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,355 | $99,032-67.3% | $80,022-59.6% | $135,379-76.1% |
| Participation rate | 100.0% | 78.4%+21.6pp | 75.8%+24.2pp | 82.6%+17.4pp |
| Annual return | 0.00% | 15.39%-15.4pp | 11.22%-11.2pp | 519.79%-519.8pp |
| Employer contribution / active EE | $5,094 | $3,043+67.4% | $2,468+106.4% | $4,779+6.6% |
| Participant deferral / active EE | $4,193 | $4,282-2.1% | $3,686+13.8% | $5,609-25.3% |
| Admin fee / account holder | $201 | $10,436-98.1% | $6,521-96.9% | $10,828-98.1% |