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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,451 | $64,311-43.3% | $57,356-36.4% | $125,389-70.9% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 83.2%+16.8pp |
| Annual return | 1.98% | 25.14%-23.2pp | 24.41%-22.4pp | 282.24%-280.3pp |
| Employer contribution / active EE | $557 | $3,193-82.6% | $2,689-79.3% | $4,866-88.6% |
| Participant deferral / active EE | $730 | $3,846-81.0% | $3,162-76.9% | $5,352-86.4% |
| Admin fee / account holder | $6 | $5,243-99.9% | $3,357-99.8% | $9,541-99.9% |