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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,007 | $124,330-83.9% | $109,173-81.7% | $167,536-88.1% |
| Participation rate | 100.0% | 79.5%+20.5pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 29.87% | 26.04%+3.8pp | 25.75%+4.1pp | 478.82%-448.9pp |
| Employer contribution / active EE | $3,221 | $4,209-23.5% | $3,723-13.5% | $4,839-33.4% |
| Participant deferral / active EE | $7,464 | $5,256+42.0% | $4,654+60.4% | $6,342+17.7% |
| Admin fee / account holder | $9 | $7,974-99.9% | $6,755-99.9% | $12,315-99.9% |