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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,415 | $110,337-84.2% | $102,383-83.0% | $145,877-88.1% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 20.27% | 24.83%-4.6pp | 24.94%-4.7pp | 551.28%-531.0pp |
| Employer contribution / active EE | $4,427 | $4,216+5.0% | $3,870+14.4% | $4,663-5.1% |
| Participant deferral / active EE | $9,156 | $5,621+62.9% | $5,060+81.0% | $6,691+36.9% |
| Admin fee / account holder | $5 | $9,750-99.9% | $8,391-99.9% | $13,402-100.0% |