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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,925 | $64,729-61.5% | $112,263-77.8% | $68,490-63.6% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.1%+24.9pp | 67.9%+32.1pp |
| Annual return | 46.79% | -11.40%+58.2pp | 27.49%+19.3pp | -7.85%+54.6pp |
| Employer contribution / active EE | $1,250 | $2,746-54.5% | $3,636-65.6% | $2,597-51.9% |
| Participant deferral / active EE | $0 | $3,566-100.0% | $4,729-100.0% | $4,028-100.0% |
| Admin fee / account holder | $0 | $5,222-100.0% | $6,410-100.0% | $5,403-100.0% |