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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,499 | $106,280-80.7% | $96,538-78.8% | $139,487-85.3% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 17.90% | 38.48%-20.6pp | 35.74%-17.8pp | 373.84%-355.9pp |
| Employer contribution / active EE | $4,789 | $4,107+16.6% | $3,740+28.1% | $4,755+0.7% |
| Participant deferral / active EE | $0 | $5,457-100.0% | $4,880-100.0% | $6,713-100.0% |
| Admin fee / account holder | $0 | $7,888-100.0% | $6,737-100.0% | $11,407-100.0% |