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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,797 | $81,696-70.9% | $70,494-66.2% | $158,982-85.0% |
| Participation rate | 93.3% | 77.7%+15.6pp | 75.1%+18.3pp | 82.0%+11.4pp |
| Annual return | 17.71% | 208.70%-191.0pp | 109.16%-91.5pp | 302.99%-285.3pp |
| Employer contribution / active EE | $1,578 | $3,220-51.0% | $2,738-42.4% | $4,763-66.9% |
| Participant deferral / active EE | $0 | $4,558-100.0% | $3,711-100.0% | $5,983-100.0% |
| Admin fee / account holder | $51 | $6,200-99.2% | $3,848-98.7% | $11,252-99.5% |