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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,903 | $50,082-72.2% | $93,515-85.1% | $79,856-82.6% |
| Participation rate | 100.0% | 60.9%+39.1pp | 66.8%+33.2pp | 69.6%+30.4pp |
| Annual return | 15.24% | 24.59%-9.3pp | 78.21%-63.0pp | 31.71%-16.5pp |
| Employer contribution / active EE | $1,367 | $1,303+4.9% | $2,077-34.2% | $2,471-44.7% |
| Participant deferral / active EE | $1,784 | $2,212-19.3% | $3,129-43.0% | $3,741-52.3% |
| Admin fee / account holder | $271 | $3,454-92.1% | $5,235-94.8% | $5,306-94.9% |