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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,028 | $201,370-67.2% | $184,256-64.2% | $145,897-54.7% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 19.31% | 29.05%-9.7pp | 28.85%-9.5pp | 552.29%-533.0pp |
| Employer contribution / active EE | $3,797 | $7,024-45.9% | $6,427-40.9% | $4,663-18.6% |
| Participant deferral / active EE | $11,500 | $9,808+17.3% | $9,133+25.9% | $6,689+71.9% |
| Admin fee / account holder | $20 | $16,364-99.9% | $13,899-99.9% | $13,390-99.9% |