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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,254 | $65,361-69.0% | $92,903-78.2% | $72,983-72.2% |
| Participation rate | 72.0% | 68.3%+3.7pp | 76.0%-4.0pp | 69.5%+2.5pp |
| Annual return | 0.00% | 42.11%-42.1pp | 109.43%-109.4pp | 81.01%-81.0pp |
| Employer contribution / active EE | $956 | $2,594-63.2% | $3,653-73.8% | $2,440-60.8% |
| Participant deferral / active EE | $1,347 | $3,128-56.9% | $4,238-68.2% | $3,608-62.7% |
| Admin fee / account holder | $0 | $4,251-100.0% | $5,795-100.0% | $5,124-100.0% |