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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,819 | $50,666-21.4% | $76,657-48.1% | $65,185-38.9% |
| Participation rate | 100.0% | 68.8%+31.2pp | 72.1%+27.9pp | 70.2%+29.8pp |
| Annual return | 22.15% | 28.51%-6.4pp | 1166.74%-1144.6pp | 29.38%-7.2pp |
| Employer contribution / active EE | $926 | $1,575-41.2% | $2,303-59.8% | $2,177-57.5% |
| Participant deferral / active EE | $0 | $2,647-100.0% | $3,335-100.0% | $3,514-100.0% |
| Admin fee / account holder | $215 | $463-53.5% | $6,423-96.7% | $847-74.6% |