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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,003 | $70,366-78.7% | $66,674-77.5% | $138,895-89.2% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.7%+26.3pp | 79.9%+20.1pp |
| Annual return | 14.47% | 386.41%-371.9pp | 321.24%-306.8pp | 145.39%-130.9pp |
| Employer contribution / active EE | $1,149 | $2,765-58.4% | $2,620-56.1% | $4,194-72.6% |
| Participant deferral / active EE | $2,650 | $4,374-39.4% | $4,084-35.1% | $6,396-58.6% |
| Admin fee / account holder | $158 | $5,262-97.0% | $5,098-96.9% | $12,562-98.7% |