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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,975 | $70,366-48.9% | $66,674-46.0% | $138,895-74.1% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.7%+26.3pp | 79.9%+20.1pp |
| Annual return | 15.52% | 386.41%-370.9pp | 321.24%-305.7pp | 145.39%-129.9pp |
| Employer contribution / active EE | $1,466 | $2,765-47.0% | $2,620-44.1% | $4,194-65.1% |
| Participant deferral / active EE | $5,548 | $4,374+26.8% | $4,084+35.8% | $6,396-13.3% |
| Admin fee / account holder | $81 | $5,262-98.5% | $5,098-98.4% | $12,562-99.4% |