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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,107 | $155,833-77.5% | $124,693-71.8% | $167,536-79.0% |
| Participation rate | 70.0% | 81.1%-11.1pp | 74.6%-4.6pp | 82.1%-12.1pp |
| Annual return | 15.85% | 17.98%-2.1pp | 5144.19%-5128.3pp | 478.82%-463.0pp |
| Employer contribution / active EE | $837 | $4,164-79.9% | $3,324-74.8% | $4,839-82.7% |
| Participant deferral / active EE | $1,577 | $5,675-72.2% | $4,615-65.8% | $6,342-75.1% |
| Admin fee / account holder | $0 | $9,534-100.0% | $7,494-100.0% | $12,315-100.0% |