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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,047 | $58,275-67.3% | $81,844-76.7% | $80,935-76.5% |
| Participation rate | 86.8% | 63.5%+23.4pp | 72.4%+14.5pp | 67.7%+19.2pp |
| Annual return | 18.53% | 41.82%-23.3pp | 778.87%-760.3pp | 35.66%-17.1pp |
| Employer contribution / active EE | $611 | $2,346-74.0% | $2,916-79.0% | $2,757-77.8% |
| Participant deferral / active EE | $0 | $3,285-100.0% | $4,323-100.0% | $4,299-100.0% |
| Admin fee / account holder | $278 | $4,749-94.1% | $7,355-96.2% | $6,924-96.0% |