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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,030 | $84,236-71.5% | $170,435-85.9% | $70,126-65.7% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 15.58% | 23.06%-7.5pp | 205.94%-190.4pp | 73.15%-57.6pp |
| Employer contribution / active EE | $1,587 | $3,387-53.2% | $5,432-70.8% | $2,343-32.3% |
| Participant deferral / active EE | $3,698 | $3,086+19.8% | $4,939-25.1% | $3,332+11.0% |
| Admin fee / account holder | $298 | $5,698-94.8% | $13,881-97.9% | $4,645-93.6% |