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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,374 | $90,397-83.0% | $76,002-79.8% | $145,959-89.5% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 11.90% | 621.97%-610.1pp | 360.07%-348.2pp | 561.95%-550.1pp |
| Employer contribution / active EE | $1,432 | $3,317-56.8% | $2,688-46.7% | $4,661-69.3% |
| Participant deferral / active EE | $3,522 | $5,163-31.8% | $4,257-17.3% | $6,689-47.3% |
| Admin fee / account holder | $19 | $8,369-99.8% | $6,414-99.7% | $13,398-99.9% |