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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,548 | $104,937-85.2% | $84,628-81.6% | $152,897-89.8% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.5%+17.5pp |
| Annual return | 25.74% | 373.88%-348.1pp | 258.80%-233.1pp | 345.43%-319.7pp |
| Employer contribution / active EE | $1,757 | $3,303-46.8% | $2,653-33.8% | $4,764-63.1% |
| Participant deferral / active EE | $3,740 | $4,690-20.3% | $3,900-4.1% | $5,851-36.1% |
| Admin fee / account holder | $8 | $6,243-99.9% | $4,914-99.8% | $11,599-99.9% |