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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,802 | $72,071-89.2% | $68,368-88.6% | $137,256-94.3% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 16.86% | 353.14%-336.3pp | 292.57%-275.7pp | 220.34%-203.5pp |
| Employer contribution / active EE | $505 | $2,788-81.9% | $2,649-80.9% | $4,156-87.9% |
| Participant deferral / active EE | $969 | $4,410-78.0% | $4,123-76.5% | $6,407-84.9% |
| Admin fee / account holder | $107 | $5,336-98.0% | $5,150-97.9% | $12,270-99.1% |