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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,082 | $100,203-68.0% | $85,240-62.4% | $145,897-78.0% |
| Participation rate | 81.8% | 74.1%+7.7pp | 67.5%+14.3pp | 80.3%+1.5pp |
| Annual return | 12.86% | 84.28%-71.4pp | 66.75%-53.9pp | 552.29%-539.4pp |
| Employer contribution / active EE | $1,600 | $3,242-50.7% | $2,735-41.5% | $4,663-65.7% |
| Participant deferral / active EE | $1,600 | $5,299-69.8% | $4,527-64.7% | $6,689-76.1% |
| Admin fee / account holder | $195 | $7,265-97.3% | $6,165-96.8% | $13,390-98.5% |