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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,942 | $81,643-18.0% | $70,462-5.0% | $158,950-57.9% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 15.66% | 208.51%-192.9pp | 109.08%-93.4pp | 302.91%-287.3pp |
| Employer contribution / active EE | $654 | $3,218-79.7% | $2,737-76.1% | $4,762-86.3% |
| Participant deferral / active EE | $1,954 | $4,555-57.1% | $3,710-47.3% | $5,983-67.3% |
| Admin fee / account holder | $10 | $6,194-99.8% | $3,845-99.7% | $11,248-99.9% |