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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,302 | $100,262-89.7% | $81,370-87.3% | $145,897-92.9% |
| Participation rate | 100.0% | 74.3%+25.7pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 12.05% | 34.52%-22.5pp | 24.85%-12.8pp | 552.29%-540.2pp |
| Employer contribution / active EE | $1,508 | $2,979-49.4% | $2,464-38.8% | $4,663-67.7% |
| Participant deferral / active EE | $2,773 | $4,612-39.9% | $3,885-28.6% | $6,689-58.5% |
| Admin fee / account holder | $112 | $8,163-98.6% | $5,749-98.1% | $13,390-99.2% |