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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,364 | $101,618-86.8% | $93,063-85.6% | $137,256-90.3% |
| Participation rate | 75.0% | 74.9%+0.1pp | 72.1%+2.9pp | 80.0%-5.0pp |
| Annual return | 21.14% | 223.95%-202.8pp | 34.15%-13.0pp | 220.34%-199.2pp |
| Employer contribution / active EE | $1,548 | $2,707-42.8% | $2,476-37.5% | $4,156-62.8% |
| Participant deferral / active EE | $2,281 | $4,279-46.7% | $3,958-42.4% | $6,407-64.4% |
| Admin fee / account holder | $30 | $6,198-99.5% | $6,033-99.5% | $12,270-99.8% |