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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,899 | $107,015-59.0% | $73,545-40.3% | $147,585-70.3% |
| Participation rate | 100.0% | 66.4%+33.6pp | 54.9%+45.1pp | 82.8%+17.2pp |
| Annual return | 19.53% | 38.25%-18.7pp | -15.16%+34.7pp | 578.57%-559.0pp |
| Employer contribution / active EE | $810 | $1,760-54.0% | $1,219-33.5% | $4,876-83.4% |
| Participant deferral / active EE | $2,000 | $2,462-18.8% | $1,806+10.7% | $5,439-63.2% |
| Admin fee / account holder | $0 | $3,055-100.0% | $2,320-100.0% | $10,885-100.0% |