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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $3,129 | $27,936-88.8% | $58,561-94.7% | $75,173-95.8% |
| Participation rate | 75.0% | 38.8%+36.2pp | 50.9%+24.1pp | 67.2%+7.8pp |
| Annual return | 22.15% | 44.21%-22.1pp | 4251.33%-4229.2pp | 160.72%-138.6pp |
| Employer contribution / active EE | $452 | $670-32.5% | $1,053-57.1% | $2,671-83.1% |
| Participant deferral / active EE | $743 | $1,202-38.2% | $1,923-61.4% | $4,126-82.0% |
| Admin fee / account holder | $146 | $1,727-91.5% | $2,520-94.2% | $5,651-97.4% |