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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,563 | $43,730-78.1% | $66,674-85.7% | $64,097-85.1% |
| Participation rate | 98.1% | 50.7%+47.4pp | 73.7%+24.4pp | 55.2%+42.9pp |
| Annual return | 13.37% | 53.62%-40.2pp | 321.24%-307.9pp | 34.64%-21.3pp |
| Employer contribution / active EE | $1,388 | $1,673-17.0% | $2,620-47.0% | $1,891-26.6% |
| Participant deferral / active EE | $968 | $2,122-54.4% | $4,084-76.3% | $3,080-68.6% |
| Admin fee / account holder | $12 | $2,708-99.5% | $5,098-99.8% | $3,454-99.6% |