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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,153 | $100,279-47.0% | $81,353-34.7% | $145,884-63.6% |
| Participation rate | 100.0% | 74.3%+25.7pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 14.87% | 34.49%-19.6pp | 24.82%-9.9pp | 551.85%-537.0pp |
| Employer contribution / active EE | $3,169 | $2,979+6.4% | $2,464+28.6% | $4,662-32.0% |
| Participant deferral / active EE | $12,351 | $4,611+167.9% | $3,885+217.9% | $6,690+84.6% |
| Admin fee / account holder | $251 | $8,206-96.9% | $5,766-95.7% | $13,392-98.1% |