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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,753 | $83,337-51.1% | $67,834-39.9% | $273,972-85.1% |
| Participation rate | 100.0% | 76.4%+23.6pp | 68.8%+31.2pp | 83.0%+17.0pp |
| Annual return | 8.44% | 259.45%-251.0pp | 138.47%-130.0pp | 41.46%-33.0pp |
| Employer contribution / active EE | $2,450 | $3,287-25.5% | $2,403+2.0% | $4,869-49.7% |
| Participant deferral / active EE | $5,831 | $4,088+42.6% | $3,160+84.5% | $5,287+10.3% |
| Admin fee / account holder | $11 | $6,752-99.8% | $4,622-99.8% | $10,133-99.9% |