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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,661 | $48,337-71.7% | $67,560-79.8% | $80,959-83.1% |
| Participation rate | 100.0% | 66.4%+33.6pp | 72.9%+27.1pp | 67.7%+32.3pp |
| Annual return | 12.70% | 18.26%-5.6pp | 3533.50%-3520.8pp | 35.67%-23.0pp |
| Employer contribution / active EE | $3,527 | $2,023+74.4% | $2,737+28.9% | $2,757+27.9% |
| Participant deferral / active EE | $2,809 | $2,928-4.1% | $4,004-29.8% | $4,300-34.7% |
| Admin fee / account holder | $0 | $3,695-100.0% | $3,994-100.0% | $6,925-100.0% |