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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,400 | $129,960-85.8% | $104,299-82.4% | $134,545-86.3% |
| Participation rate | 100.0% | 79.5%+20.5pp | 73.3%+26.7pp | 81.2%+18.8pp |
| Annual return | 573.02% | 42.06%+531.0pp | 24.62%+548.4pp | 418.37%+154.6pp |
| Employer contribution / active EE | $1,897 | $4,186-54.7% | $3,373-43.8% | $4,742-60.0% |
| Participant deferral / active EE | $3,815 | $5,589-31.8% | $4,626-17.5% | $6,401-40.4% |
| Admin fee / account holder | $184 | $9,324-98.0% | $7,339-97.5% | $11,431-98.4% |