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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,258 | $109,904-80.7% | $97,167-78.1% | $145,959-85.4% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 12.14% | 243.43%-231.3pp | 75.27%-63.1pp | 561.95%-549.8pp |
| Employer contribution / active EE | $1,315 | $3,084-57.4% | $2,729-51.8% | $4,661-71.8% |
| Participant deferral / active EE | $3,133 | $4,676-33.0% | $4,264-26.5% | $6,689-53.2% |
| Admin fee / account holder | $159 | $6,216-97.4% | $5,650-97.2% | $13,398-98.8% |