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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,983 | $103,038-85.5% | $90,324-83.4% | $152,909-90.2% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 20.16% | 95.25%-75.1pp | 78.15%-58.0pp | 345.46%-325.3pp |
| Employer contribution / active EE | $1,255 | $3,141-60.1% | $2,856-56.1% | $4,764-73.7% |
| Participant deferral / active EE | $1,243 | $4,282-71.0% | $3,885-68.0% | $5,851-78.8% |
| Admin fee / account holder | $40 | $6,177-99.4% | $5,356-99.3% | $11,601-99.7% |