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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,917 | $147,556-81.8% | $129,031-79.1% | $198,609-86.4% |
| Participation rate | 100.0% | 77.2%+22.8pp | 73.4%+26.6pp | 82.4%+17.6pp |
| Annual return | 16.99% | 37.41%-20.4pp | 34.67%-17.7pp | 202.70%-185.7pp |
| Employer contribution / active EE | $1,525 | $3,645-58.2% | $3,226-52.7% | $5,055-69.8% |
| Participant deferral / active EE | $2,401 | $5,760-58.3% | $5,217-54.0% | $6,977-65.6% |
| Admin fee / account holder | $67 | $15,467-99.6% | $13,208-99.5% | $19,030-99.6% |