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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,900 | $77,416-23.9% | $69,464-15.2% | $152,897-61.5% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.5%+17.5pp |
| Annual return | 25.53% | 39.08%-13.5pp | 28.98%-3.4pp | 345.43%-319.9pp |
| Employer contribution / active EE | $1,294 | $3,315-61.0% | $2,779-53.5% | $4,764-72.8% |
| Participant deferral / active EE | $4,333 | $4,413-1.8% | $3,536+22.5% | $5,851-25.9% |
| Admin fee / account holder | $14 | $6,208-99.8% | $3,840-99.6% | $11,599-99.9% |