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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,532 | $117,426-86.8% | $99,470-84.4% | $152,885-89.8% |
| Participation rate | 100.0% | 77.5%+22.5pp | 73.8%+26.2pp | 82.5%+17.5pp |
| Annual return | 23.57% | 31.87%-8.3pp | 30.72%-7.2pp | 345.39%-321.8pp |
| Employer contribution / active EE | $1,505 | $3,014-50.0% | $2,540-40.7% | $4,763-68.4% |
| Participant deferral / active EE | $1,437 | $4,086-64.8% | $3,619-60.3% | $5,851-75.4% |
| Admin fee / account holder | $20 | $7,634-99.7% | $6,252-99.7% | $11,598-99.8% |