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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,312 | $104,709-70.1% | $85,705-63.5% | $167,553-81.3% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.9%+30.1pp | 82.1%+17.9pp |
| Annual return | 18.72% | 21.45%-2.7pp | 21.49%-2.8pp | 478.89%-460.2pp |
| Employer contribution / active EE | $560 | $3,338-83.2% | $2,619-78.6% | $4,840-88.4% |
| Participant deferral / active EE | $14,493 | $4,827+200.3% | $3,924+269.4% | $6,343+128.5% |
| Admin fee / account holder | $163 | $10,036-98.4% | $6,877-97.6% | $12,316-98.7% |