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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,991 | $98,240-42.0% | $82,312-30.8% | $147,586-61.4% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 12.10% | 30.85%-18.8pp | 25.88%-13.8pp | 578.59%-566.5pp |
| Employer contribution / active EE | $7,821 | $3,192+145.1% | $2,428+222.1% | $4,876+60.4% |
| Participant deferral / active EE | $0 | $4,383-100.0% | $3,706-100.0% | $5,439-100.0% |
| Admin fee / account holder | $4 | $8,563-99.9% | $5,608-99.9% | $10,886-100.0% |