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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,080 | $106,247-84.9% | $96,515-83.3% | $139,466-88.5% |
| Participation rate | 70.0% | 77.8%-7.8pp | 74.3%-4.3pp | 80.3%-10.3pp |
| Annual return | 0.00% | 38.47%-38.5pp | 35.73%-35.7pp | 373.66%-373.7pp |
| Employer contribution / active EE | $1,633 | $4,106-60.2% | $3,740-56.3% | $4,754-65.7% |
| Participant deferral / active EE | $3,339 | $5,456-38.8% | $4,880-31.6% | $6,712-50.3% |
| Admin fee / account holder | $56 | $7,885-99.3% | $6,735-99.2% | $11,409-99.5% |