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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,220 | $77,416-71.3% | $69,464-68.0% | $152,897-85.5% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.5%+17.5pp |
| Annual return | 19.12% | 39.08%-20.0pp | 28.98%-9.9pp | 345.43%-326.3pp |
| Employer contribution / active EE | $853 | $3,315-74.3% | $2,779-69.3% | $4,764-82.1% |
| Participant deferral / active EE | $0 | $4,413-100.0% | $3,536-100.0% | $5,851-100.0% |
| Admin fee / account holder | $247 | $6,208-96.0% | $3,840-93.6% | $11,599-97.9% |