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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,746 | $102,638-64.2% | $81,982-55.2% | $158,982-76.9% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.3%+30.7pp | 82.0%+18.0pp |
| Annual return | 15.34% | 61.05%-45.7pp | 41.31%-26.0pp | 302.99%-287.6pp |
| Employer contribution / active EE | $969 | $3,241-70.1% | $2,498-61.2% | $4,763-79.6% |
| Participant deferral / active EE | $3,114 | $4,649-33.0% | $3,722-16.3% | $5,983-48.0% |
| Admin fee / account holder | $0 | $8,237-100.0% | $5,665-100.0% | $11,252-100.0% |