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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,167 | $100,262-79.9% | $81,370-75.2% | $145,897-86.2% |
| Participation rate | 71.4% | 74.3%-2.9pp | 69.5%+1.9pp | 80.3%-8.9pp |
| Annual return | 23.71% | 34.52%-10.8pp | 24.85%-1.1pp | 552.29%-528.6pp |
| Employer contribution / active EE | $1,054 | $2,979-64.6% | $2,464-57.2% | $4,663-77.4% |
| Participant deferral / active EE | $3,175 | $4,612-31.2% | $3,885-18.3% | $6,689-52.5% |
| Admin fee / account holder | $0 | $8,163-100.0% | $5,749-100.0% | $13,390-100.0% |