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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,640 | $71,215-61.2% | $93,696-70.5% | $80,935-65.8% |
| Participation rate | 100.0% | 60.4%+39.6pp | 68.7%+31.3pp | 67.7%+32.3pp |
| Annual return | 13.05% | 11.27%+1.8pp | 133.74%-120.7pp | 35.66%-22.6pp |
| Employer contribution / active EE | $5,643 | $1,565+260.6% | $2,422+133.0% | $2,757+104.7% |
| Participant deferral / active EE | $1,258 | $4,037-68.8% | $4,417-71.5% | $4,299-70.7% |
| Admin fee / account holder | $103 | $6,958-98.5% | $8,287-98.8% | $6,924-98.5% |