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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,461 | $88,815-89.3% | $81,882-88.4% | $145,897-93.5% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 9.61% | 1033.75%-1024.1pp | 779.47%-769.9pp | 552.29%-542.7pp |
| Employer contribution / active EE | $1,046 | $3,086-66.1% | $2,916-64.1% | $4,663-77.6% |
| Participant deferral / active EE | $1,604 | $4,647-65.5% | $4,323-62.9% | $6,689-76.0% |
| Admin fee / account holder | $140 | $8,434-98.3% | $7,360-98.1% | $13,390-99.0% |