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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,374 | $90,614-83.0% | $76,089-79.8% | $145,877-89.5% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 11.90% | 623.80%-611.9pp | 360.94%-349.0pp | 551.28%-539.4pp |
| Employer contribution / active EE | $1,432 | $3,324-56.9% | $2,690-46.8% | $4,663-69.3% |
| Participant deferral / active EE | $3,522 | $5,168-31.8% | $4,259-17.3% | $6,691-47.4% |
| Admin fee / account holder | $19 | $8,376-99.8% | $6,418-99.7% | $13,402-99.9% |