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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,657 | $106,247-82.4% | $96,515-80.7% | $139,466-86.6% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 21.63% | 38.47%-16.8pp | 35.73%-14.1pp | 373.66%-352.0pp |
| Employer contribution / active EE | $1,267 | $4,106-69.1% | $3,740-66.1% | $4,754-73.3% |
| Participant deferral / active EE | $3,139 | $5,456-42.5% | $4,880-35.7% | $6,712-53.2% |
| Admin fee / account holder | $159 | $7,885-98.0% | $6,735-97.6% | $11,409-98.6% |