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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,392 | $87,546-76.7% | $75,784-73.1% | $125,389-83.7% |
| Participation rate | 94.4% | 80.2%+14.3pp | 75.8%+18.6pp | 83.2%+11.3pp |
| Annual return | 0.00% | 13.49%-13.5pp | 9.68%-9.7pp | 282.24%-282.2pp |
| Employer contribution / active EE | $885 | $3,930-77.5% | $3,323-73.4% | $4,866-81.8% |
| Participant deferral / active EE | $1,878 | $4,230-55.6% | $3,652-48.6% | $5,352-64.9% |
| Admin fee / account holder | $72 | $6,503-98.9% | $5,300-98.6% | $9,541-99.2% |