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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,195 | $116,190-62.8% | $93,614-53.9% | $152,885-71.7% |
| Participation rate | 100.0% | 78.0%+22.0pp | 75.8%+24.2pp | 82.5%+17.5pp |
| Annual return | 15.82% | 35.96%-20.1pp | 32.76%-16.9pp | 345.39%-329.6pp |
| Employer contribution / active EE | $2,395 | $3,219-25.6% | $2,718-11.9% | $4,763-49.7% |
| Participant deferral / active EE | $3,720 | $4,604-19.2% | $4,069-8.6% | $5,851-36.4% |
| Admin fee / account holder | $25 | $10,749-99.8% | $7,889-99.7% | $11,598-99.8% |