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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,019 | $111,814-88.4% | $103,374-87.4% | $145,959-91.1% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 10.32% | 24.77%-14.5pp | 24.89%-14.6pp | 561.95%-551.6pp |
| Employer contribution / active EE | $1,562 | $4,214-62.9% | $3,869-59.6% | $4,661-66.5% |
| Participant deferral / active EE | $4,453 | $5,618-20.7% | $5,058-12.0% | $6,689-33.4% |
| Admin fee / account holder | $111 | $9,754-98.9% | $8,394-98.7% | $13,398-99.2% |