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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,697 | $84,684-55.5% | $73,835-48.9% | $125,388-69.9% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | 1.67% | 3123.93%-3122.3pp | 2268.13%-2266.5pp | 282.24%-280.6pp |
| Employer contribution / active EE | $1,778 | $3,123-43.1% | $2,788-36.2% | $4,866-63.5% |
| Participant deferral / active EE | $4,228 | $3,993+5.9% | $3,583+18.0% | $5,352-21.0% |
| Admin fee / account holder | $264 | $5,691-95.4% | $4,880-94.6% | $9,541-97.2% |