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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,530 | $100,203-91.5% | $85,240-90.0% | $145,897-94.2% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 11.96% | 84.28%-72.3pp | 66.75%-54.8pp | 552.29%-540.3pp |
| Employer contribution / active EE | $1,082 | $3,242-66.6% | $2,735-60.4% | $4,663-76.8% |
| Participant deferral / active EE | $2,838 | $5,299-46.4% | $4,527-37.3% | $6,689-57.6% |
| Admin fee / account holder | $115 | $7,265-98.4% | $6,165-98.1% | $13,390-99.1% |