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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,884 | $147,556-68.9% | $129,031-64.4% | $198,609-76.9% |
| Participation rate | 100.0% | 77.2%+22.8pp | 73.4%+26.6pp | 82.4%+17.6pp |
| Annual return | 17.98% | 37.41%-19.4pp | 34.67%-16.7pp | 202.70%-184.7pp |
| Employer contribution / active EE | $2,038 | $3,645-44.1% | $3,226-36.8% | $5,055-59.7% |
| Participant deferral / active EE | $3,007 | $5,760-47.8% | $5,217-42.4% | $6,977-56.9% |
| Admin fee / account holder | $49 | $15,467-99.7% | $13,208-99.6% | $19,030-99.7% |