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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,778 | $93,346-63.8% | $71,796-53.0% | $273,972-87.7% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 83.0%+17.0pp |
| Annual return | 8.21% | 130.39%-122.2pp | 78.04%-69.8pp | 41.46%-33.2pp |
| Employer contribution / active EE | $8,000 | $2,733+192.7% | $1,924+315.7% | $4,869+64.3% |
| Participant deferral / active EE | $7,422 | $3,475+113.6% | $2,794+165.6% | $5,287+40.4% |
| Admin fee / account holder | $239 | $6,571-96.4% | $4,815-95.0% | $10,133-97.6% |