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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,816 | $111,814-88.5% | $103,378-87.6% | $145,978-91.2% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 16.33% | 24.80%-8.5pp | 24.91%-8.6pp | 550.52%-534.2pp |
| Employer contribution / active EE | $2,871 | $4,215-31.9% | $3,870-25.8% | $4,662-38.4% |
| Participant deferral / active EE | $2,817 | $5,618-49.9% | $5,058-44.3% | $6,690-57.9% |
| Admin fee / account holder | $24 | $9,764-99.8% | $8,401-99.7% | $13,400-99.8% |