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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,196 | $72,071-85.9% | $68,368-85.1% | $137,256-92.6% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 15.77% | 353.14%-337.4pp | 292.57%-276.8pp | 220.34%-204.6pp |
| Employer contribution / active EE | $577 | $2,788-79.3% | $2,649-78.2% | $4,156-86.1% |
| Participant deferral / active EE | $837 | $4,410-81.0% | $4,123-79.7% | $6,407-86.9% |
| Admin fee / account holder | $103 | $5,336-98.1% | $5,150-98.0% | $12,270-99.2% |