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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,925 | $155,833-81.4% | $124,693-76.8% | $167,536-82.7% |
| Participation rate | 100.0% | 81.1%+18.9pp | 74.6%+25.4pp | 82.1%+17.9pp |
| Annual return | 10.50% | 17.98%-7.5pp | 5144.19%-5133.7pp | 478.82%-468.3pp |
| Employer contribution / active EE | $2,809 | $4,164-32.6% | $3,324-15.5% | $4,839-42.0% |
| Participant deferral / active EE | $0 | $5,675-100.0% | $4,615-100.0% | $6,342-100.0% |
| Admin fee / account holder | $182 | $9,534-98.1% | $7,494-97.6% | $12,315-98.5% |