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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,282 | $108,212-81.3% | $77,513-73.8% | $158,966-87.2% |
| Participation rate | 100.0% | 64.4%+35.6pp | 54.2%+45.8pp | 82.0%+18.0pp |
| Annual return | 14.54% | 31.67%-17.1pp | 54.81%-40.3pp | 302.95%-288.4pp |
| Employer contribution / active EE | $1,070 | $1,325-19.2% | $987+8.5% | $4,762-77.5% |
| Participant deferral / active EE | $1,393 | $2,455-43.3% | $1,861-25.1% | $5,983-76.7% |
| Admin fee / account holder | $0 | $3,709-100.0% | $2,859-100.0% | $11,250-100.0% |