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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,043 | $108,685-87.1% | $74,719-81.2% | $152,885-90.8% |
| Participation rate | 87.5% | 65.3%+22.2pp | 54.5%+33.0pp | 82.5%+5.0pp |
| Annual return | 25.96% | 114.09%-88.1pp | 753.05%-727.1pp | 345.39%-319.4pp |
| Employer contribution / active EE | $289 | $1,504-80.8% | $1,084-73.3% | $4,763-93.9% |
| Participant deferral / active EE | $398 | $2,712-85.3% | $1,963-79.7% | $5,851-93.2% |
| Admin fee / account holder | $127 | $4,905-97.4% | $3,334-96.2% | $11,598-98.9% |