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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,602 | $176,402-88.3% | $134,162-84.6% | $158,966-87.0% |
| Participation rate | 95.2% | 78.7%+16.5pp | 72.2%+23.1pp | 82.0%+13.3pp |
| Annual return | 17.14% | 63.66%-46.5pp | 36.35%-19.2pp | 302.95%-285.8pp |
| Employer contribution / active EE | $3,288 | $5,042-34.8% | $3,705-11.3% | $4,762-31.0% |
| Participant deferral / active EE | $0 | $4,093-100.0% | $3,500-100.0% | $5,983-100.0% |
| Admin fee / account holder | $171 | $8,719-98.0% | $6,685-97.4% | $11,250-98.5% |