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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,279 | $110,240-51.7% | $96,544-44.8% | $139,487-61.8% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 13.83% | 26.41%-12.6pp | 25.88%-12.0pp | 373.84%-360.0pp |
| Employer contribution / active EE | $2,457 | $3,622-32.2% | $2,966-17.2% | $4,755-48.3% |
| Participant deferral / active EE | $3,307 | $5,549-40.4% | $4,851-31.8% | $6,713-50.7% |
| Admin fee / account holder | $290 | $11,602-97.5% | $8,254-96.5% | $11,407-97.5% |