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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,624 | $116,203-57.3% | $93,621-47.0% | $152,897-67.5% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.8%+24.2pp | 82.5%+17.5pp |
| Annual return | 21.32% | 35.96%-14.6pp | 32.76%-11.4pp | 345.43%-324.1pp |
| Employer contribution / active EE | $2,829 | $3,219-12.1% | $2,719+4.1% | $4,764-40.6% |
| Participant deferral / active EE | $2,078 | $4,605-54.9% | $4,070-48.9% | $5,851-64.5% |
| Admin fee / account holder | $60 | $10,751-99.4% | $7,890-99.2% | $11,599-99.5% |