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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,407 | $85,171-71.3% | $172,753-85.9% | $72,976-66.6% |
| Participation rate | 98.7% | 70.1%+28.6pp | 82.6%+16.0pp | 69.5%+29.2pp |
| Annual return | 27.36% | 27.32%0pp | 803.00%-775.6pp | 81.02%-53.7pp |
| Employer contribution / active EE | $2,052 | $3,324-38.3% | $5,144-60.1% | $2,440-15.9% |
| Participant deferral / active EE | $0 | $3,260-100.0% | $5,198-100.0% | $3,608-100.0% |
| Admin fee / account holder | $1 | $5,880-100.0% | $13,956-100.0% | $5,124-100.0% |