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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,709 | $102,595-92.5% | $94,057-91.8% | $154,746-95.0% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 80.7%+19.3pp |
| Annual return | 10.73% | 583.42%-572.7pp | 480.62%-469.9pp | 172.34%-161.6pp |
| Employer contribution / active EE | $1,314 | $3,147-58.2% | $2,933-55.2% | $4,379-70.0% |
| Participant deferral / active EE | $2,206 | $5,118-56.9% | $4,709-53.2% | $6,730-67.2% |
| Admin fee / account holder | $106 | $7,736-98.6% | $7,244-98.5% | $14,365-99.3% |