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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,716 | $109,967-89.3% | $97,197-87.9% | $145,877-92.0% |
| Participation rate | 100.0% | 76.0%+24.0pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 17.44% | 244.27%-226.8pp | 75.47%-58.0pp | 551.28%-533.8pp |
| Employer contribution / active EE | $1,885 | $3,077-38.7% | $2,723-30.8% | $4,663-59.6% |
| Participant deferral / active EE | $2,894 | $4,676-38.1% | $4,263-32.1% | $6,691-56.8% |
| Admin fee / account holder | $50 | $6,199-99.2% | $5,637-99.1% | $13,402-99.6% |