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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,845 | $97,125-85.7% | $86,233-83.9% | $137,256-89.9% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 21.30% | 74.19%-52.9pp | 61.39%-40.1pp | 220.34%-199.0pp |
| Employer contribution / active EE | $377 | $2,841-86.7% | $2,504-84.9% | $4,156-90.9% |
| Participant deferral / active EE | $1,063 | $5,180-79.5% | $4,559-76.7% | $6,407-83.4% |
| Admin fee / account holder | $0 | $9,725-100.0% | $8,342-100.0% | $12,270-100.0% |