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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,022 | $107,944-62.0% | $91,994-55.4% | $152,885-73.2% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.5%+17.5pp |
| Annual return | 15.40% | 89.26%-73.9pp | 69.03%-53.6pp | 345.39%-330.0pp |
| Employer contribution / active EE | $948 | $4,210-77.5% | $3,452-72.5% | $4,763-80.1% |
| Participant deferral / active EE | $2,974 | $6,365-53.3% | $5,923-49.8% | $5,851-49.2% |
| Admin fee / account holder | $20 | $10,521-99.8% | $7,743-99.7% | $11,598-99.8% |