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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,877 | $96,508-55.6% | $75,901-43.5% | $152,897-72.0% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.3%+30.7pp | 82.5%+17.5pp |
| Annual return | 22.38% | 33.99%-11.6pp | 30.76%-8.4pp | 345.43%-323.0pp |
| Employer contribution / active EE | $1,324 | $3,310-60.0% | $2,501-47.0% | $4,764-72.2% |
| Participant deferral / active EE | $1,841 | $4,554-59.6% | $3,603-48.9% | $5,851-68.5% |
| Admin fee / account holder | $38 | $8,081-99.5% | $5,420-99.3% | $11,599-99.7% |