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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,346 | $81,643-72.6% | $70,462-68.3% | $158,950-85.9% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 15.20% | 208.51%-193.3pp | 109.08%-93.9pp | 302.91%-287.7pp |
| Employer contribution / active EE | $1,213 | $3,218-62.3% | $2,737-55.7% | $4,762-74.5% |
| Participant deferral / active EE | $0 | $4,555-100.0% | $3,710-100.0% | $5,983-100.0% |
| Admin fee / account holder | $0 | $6,194-100.0% | $3,845-100.0% | $11,248-100.0% |