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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,879 | $84,236-71.7% | $170,435-86.0% | $70,126-65.9% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 12.65% | 23.06%-10.4pp | 205.94%-193.3pp | 73.15%-60.5pp |
| Employer contribution / active EE | $512 | $3,387-84.9% | $5,432-90.6% | $2,343-78.1% |
| Participant deferral / active EE | $2,336 | $3,086-24.3% | $4,939-52.7% | $3,332-29.9% |
| Admin fee / account holder | $295 | $5,698-94.8% | $13,881-97.9% | $4,645-93.7% |