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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,003 | $76,785-85.7% | $56,441-80.5% | $145,959-92.5% |
| Participation rate | 72.7% | 63.2%+9.5pp | 52.5%+20.2pp | 80.3%-7.6pp |
| Annual return | 14.32% | 3000.51%-2986.2pp | 1704.21%-1689.9pp | 561.95%-547.6pp |
| Employer contribution / active EE | $2,782 | $1,381+101.5% | $1,039+167.7% | $4,661-40.3% |
| Participant deferral / active EE | $0 | $2,624-100.0% | $1,953-100.0% | $6,689-100.0% |
| Admin fee / account holder | $247 | $3,334-92.6% | $2,829-91.3% | $13,398-98.2% |