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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,757 | $113,338-66.7% | $94,993-60.3% | $147,586-74.4% |
| Participation rate | 100.0% | 78.0%+22.0pp | 73.9%+26.1pp | 82.8%+17.2pp |
| Annual return | 17.03% | 20.80%-3.8pp | 27.14%-10.1pp | 578.59%-561.6pp |
| Employer contribution / active EE | $2,328 | $3,160-26.3% | $2,603-10.6% | $4,876-52.3% |
| Participant deferral / active EE | $3,769 | $3,777-0.2% | $3,317+13.6% | $5,439-30.7% |
| Admin fee / account holder | $263 | $6,063-95.7% | $4,960-94.7% | $10,886-97.6% |