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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,215 | $183,539-88.4% | $155,556-86.4% | $145,897-85.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 19.29% | 61.31%-42.0pp | 64.84%-45.5pp | 552.29%-533.0pp |
| Employer contribution / active EE | $1,270 | $5,315-76.1% | $4,675-72.8% | $4,663-72.8% |
| Participant deferral / active EE | $11,678 | $6,467+80.6% | $5,631+107.4% | $6,689+74.6% |
| Admin fee / account holder | $21 | $19,275-99.9% | $15,885-99.9% | $13,390-99.8% |