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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,781 | $103,008-65.3% | $90,304-60.4% | $152,897-76.6% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 21.40% | 95.22%-73.8pp | 78.13%-56.7pp | 345.43%-324.0pp |
| Employer contribution / active EE | $594 | $3,139-81.1% | $2,855-79.2% | $4,764-87.5% |
| Participant deferral / active EE | $2,375 | $4,281-44.5% | $3,885-38.9% | $5,851-59.4% |
| Admin fee / account holder | $169 | $6,175-97.3% | $5,354-96.8% | $11,599-98.5% |