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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,885 | $108,882-68.9% | $96,754-65.0% | $154,746-78.1% |
| Participation rate | 100.0% | 75.1%+24.9pp | 70.3%+29.7pp | 80.7%+19.3pp |
| Annual return | 13.96% | 98.39%-84.4pp | 82.04%-68.1pp | 172.34%-158.4pp |
| Employer contribution / active EE | $893 | $3,018-70.4% | $2,679-66.7% | $4,379-79.6% |
| Participant deferral / active EE | $4,543 | $5,323-14.7% | $4,758-4.5% | $6,730-32.5% |
| Admin fee / account holder | $0 | $10,200-100.0% | $8,905-100.0% | $14,365-100.0% |