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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,372 | $93,346-39.6% | $71,796-21.5% | $273,972-79.4% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 83.0%+17.0pp |
| Annual return | 6.65% | 130.39%-123.7pp | 78.04%-71.4pp | 41.46%-34.8pp |
| Employer contribution / active EE | $2,064 | $2,733-24.5% | $1,924+7.3% | $4,869-57.6% |
| Participant deferral / active EE | $2,580 | $3,475-25.8% | $2,794-7.7% | $5,287-51.2% |
| Admin fee / account holder | $13 | $6,571-99.8% | $4,815-99.7% | $10,133-99.9% |