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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,480 | $84,708-80.5% | $75,714-78.2% | $167,536-90.2% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.8%+25.2pp | 82.1%+17.9pp |
| Annual return | 11.15% | 199.62%-188.5pp | 104.62%-93.5pp | 478.82%-467.7pp |
| Employer contribution / active EE | $1,268 | $3,231-60.8% | $2,744-53.8% | $4,839-73.8% |
| Participant deferral / active EE | $1,274 | $4,577-72.2% | $3,820-66.7% | $6,342-79.9% |
| Admin fee / account holder | $0 | $5,358-100.0% | $3,619-100.0% | $12,315-100.0% |