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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,696 | $91,198-65.2% | $178,503-82.2% | $79,856-60.3% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 16.52% | 24.20%-7.7pp | 151.12%-134.6pp | 31.71%-15.2pp |
| Employer contribution / active EE | $650 | $3,257-80.0% | $5,011-87.0% | $2,471-73.7% |
| Participant deferral / active EE | $3,284 | $3,237+1.5% | $5,202-36.9% | $3,741-12.2% |
| Admin fee / account holder | $216 | $6,748-96.8% | $13,987-98.5% | $5,306-95.9% |