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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,984 | $48,327-69.0% | $67,575-77.8% | $80,935-81.5% |
| Participation rate | 100.0% | 66.4%+33.6pp | 72.9%+27.1pp | 67.7%+32.3pp |
| Annual return | 15.81% | 18.31%-2.5pp | 3528.98%-3513.2pp | 35.66%-19.9pp |
| Employer contribution / active EE | $1,004 | $2,022-50.4% | $2,736-63.3% | $2,757-63.6% |
| Participant deferral / active EE | $3,787 | $2,927+29.4% | $4,003-5.4% | $4,299-11.9% |
| Admin fee / account holder | $181 | $3,692-95.1% | $3,993-95.5% | $6,924-97.4% |