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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,769 | $96,508-86.8% | $75,901-83.2% | $152,897-91.6% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.3%+30.7pp | 82.5%+17.5pp |
| Annual return | 16.93% | 33.99%-17.1pp | 30.76%-13.8pp | 345.43%-328.5pp |
| Employer contribution / active EE | $2,266 | $3,310-31.5% | $2,501-9.4% | $4,764-52.4% |
| Participant deferral / active EE | $1,300 | $4,554-71.4% | $3,603-63.9% | $5,851-77.8% |
| Admin fee / account holder | $138 | $8,081-98.3% | $5,420-97.5% | $11,599-98.8% |