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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,939 | $100,895-62.4% | $90,430-58.0% | $158,950-76.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 13.83% | 1725.54%-1711.7pp | 1293.73%-1279.9pp | 302.91%-289.1pp |
| Employer contribution / active EE | $1,939 | $3,689-47.4% | $3,262-40.6% | $4,762-59.3% |
| Participant deferral / active EE | $1,595 | $4,347-63.3% | $3,963-59.7% | $5,983-73.3% |
| Admin fee / account holder | $60 | $6,505-99.1% | $5,613-98.9% | $11,248-99.5% |