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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,148 | $116,203-59.4% | $93,621-49.6% | $152,909-69.2% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.8%+24.2pp | 82.5%+17.5pp |
| Annual return | 19.37% | 35.96%-16.6pp | 32.76%-13.4pp | 345.46%-326.1pp |
| Employer contribution / active EE | $2,247 | $3,219-30.2% | $2,719-17.3% | $4,764-52.8% |
| Participant deferral / active EE | $2,302 | $4,605-50.0% | $4,070-43.4% | $5,851-60.7% |
| Admin fee / account holder | $222 | $10,751-97.9% | $7,890-97.2% | $11,601-98.1% |