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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,104 | $117,433-85.4% | $99,475-82.8% | $152,897-88.8% |
| Participation rate | 100.0% | 77.5%+22.5pp | 73.8%+26.2pp | 82.5%+17.5pp |
| Annual return | 18.88% | 31.87%-13.0pp | 30.72%-11.8pp | 345.43%-326.6pp |
| Employer contribution / active EE | $1,831 | $3,013-39.3% | $2,540-27.9% | $4,764-61.6% |
| Participant deferral / active EE | $4,865 | $4,086+19.1% | $3,619+34.4% | $5,851-16.9% |
| Admin fee / account holder | $160 | $7,634-97.9% | $6,252-97.4% | $11,599-98.6% |