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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,209 | $110,410-87.1% | $102,437-86.1% | $145,897-90.3% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 17.83% | 24.85%-7.0pp | 24.95%-7.1pp | 552.29%-534.5pp |
| Employer contribution / active EE | $1,616 | $4,217-61.7% | $3,871-58.3% | $4,663-65.4% |
| Participant deferral / active EE | $6,811 | $5,622+21.2% | $5,060+34.6% | $6,689+1.8% |
| Admin fee / account holder | $9 | $9,745-99.9% | $8,388-99.9% | $13,390-99.9% |