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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,965 | $69,248-58.2% | $64,101-54.8% | $139,466-79.2% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 25.26% | 45.95%-20.7pp | 33.72%-8.5pp | 373.66%-348.4pp |
| Employer contribution / active EE | $1,452 | $3,185-54.4% | $2,749-47.2% | $4,754-69.5% |
| Participant deferral / active EE | $8,119 | $4,682+73.4% | $3,881+109.2% | $6,712+21.0% |
| Admin fee / account holder | $0 | $4,247-100.0% | $3,070-100.0% | $11,409-100.0% |