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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,013 | $95,664-88.5% | $76,902-85.7% | $139,487-92.1% |
| Participation rate | 100.0% | 74.0%+26.0pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 10.93% | 55.03%-44.1pp | 37.91%-27.0pp | 373.84%-362.9pp |
| Employer contribution / active EE | $3,829 | $3,147+21.7% | $2,534+51.1% | $4,755-19.5% |
| Participant deferral / active EE | $0 | $4,626-100.0% | $3,833-100.0% | $6,713-100.0% |
| Admin fee / account holder | $58 | $8,311-99.3% | $5,479-98.9% | $11,407-99.5% |