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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,871 | $55,457-40.7% | $77,361-57.5% | $94,015-65.0% |
| Participation rate | 100.0% | 69.8%+30.2pp | 75.0%+25.0pp | 70.8%+29.2pp |
| Annual return | 15.25% | 15.57%-0.3pp | 1011.54%-996.3pp | 17.84%-2.6pp |
| Employer contribution / active EE | $1,604 | $2,255-28.9% | $2,990-46.3% | $2,790-42.5% |
| Participant deferral / active EE | $3,965 | $3,069+29.2% | $3,911+1.4% | $4,249-6.7% |
| Admin fee / account holder | $91 | $4,334-97.9% | $5,894-98.5% | $8,951-99.0% |