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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,871 | $47,479-30.8% | $62,929-47.8% | $82,448-60.1% |
| Participation rate | 100.0% | 66.9%+33.1pp | 73.1%+26.9pp | 68.1%+31.9pp |
| Annual return | 15.25% | 20.34%-5.1pp | 1063.93%-1048.7pp | 41.64%-26.4pp |
| Employer contribution / active EE | $1,604 | $1,885-14.9% | $2,505-35.9% | $2,551-37.1% |
| Participant deferral / active EE | $3,965 | $2,870+38.1% | $3,888+2.0% | $4,139-4.2% |
| Admin fee / account holder | $91 | $3,804-97.6% | $5,065-98.2% | $7,234-98.7% |