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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,792 | $110,379-61.2% | $102,412-58.2% | $145,884-70.7% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 12.85% | 24.84%-12.0pp | 24.94%-12.1pp | 551.85%-539.0pp |
| Employer contribution / active EE | $1,500 | $4,216-64.4% | $3,870-61.2% | $4,662-67.8% |
| Participant deferral / active EE | $0 | $5,622-100.0% | $5,060-100.0% | $6,690-100.0% |
| Admin fee / account holder | $78 | $9,745-99.2% | $8,388-99.1% | $13,392-99.4% |