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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,390 | $127,298-68.3% | $109,916-63.3% | $167,553-75.9% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.2%+25.8pp | 82.1%+17.9pp |
| Annual return | 14.96% | 22.97%-8.0pp | 29.46%-14.5pp | 478.89%-463.9pp |
| Employer contribution / active EE | $1,255 | $3,325-62.3% | $2,844-55.9% | $4,840-74.1% |
| Participant deferral / active EE | $5,744 | $4,513+27.3% | $4,047+41.9% | $6,343-9.4% |
| Admin fee / account holder | $20 | $7,119-99.7% | $6,069-99.7% | $12,316-99.8% |