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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,939 | $103,387-59.4% | $87,102-51.9% | $152,885-72.6% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.9%+23.1pp | 82.5%+17.5pp |
| Annual return | 22.42% | 28.10%-5.7pp | 28.19%-5.8pp | 345.39%-323.0pp |
| Employer contribution / active EE | $1,767 | $3,221-45.1% | $2,521-29.9% | $4,763-62.9% |
| Participant deferral / active EE | $4,794 | $4,778+0.3% | $4,048+18.4% | $5,851-18.1% |
| Admin fee / account holder | $0 | $12,193-100.0% | $7,491-100.0% | $11,598-100.0% |