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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,767 | $103,393-55.7% | $87,103-47.5% | $152,909-70.1% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.9%+23.1pp | 82.5%+17.5pp |
| Annual return | 22.00% | 28.10%-6.1pp | 28.19%-6.2pp | 345.46%-323.5pp |
| Employer contribution / active EE | $2,061 | $3,221-36.0% | $2,521-18.3% | $4,764-56.7% |
| Participant deferral / active EE | $3,899 | $4,778-18.4% | $4,049-3.7% | $5,851-33.4% |
| Admin fee / account holder | $3 | $12,195-100.0% | $7,491-100.0% | $11,601-100.0% |