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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,303 | $101,063-86.8% | $81,473-83.7% | $147,586-91.0% |
| Participation rate | 100.0% | 74.5%+25.5pp | 68.0%+32.0pp | 82.8%+17.2pp |
| Annual return | 38.14% | 32.41%+5.7pp | 38.78%-0.6pp | 578.59%-540.5pp |
| Employer contribution / active EE | $985 | $3,206-69.3% | $2,568-61.6% | $4,876-79.8% |
| Participant deferral / active EE | $985 | $4,242-76.8% | $3,537-72.1% | $5,439-81.9% |
| Admin fee / account holder | $79 | $5,812-98.6% | $4,561-98.3% | $10,886-99.3% |