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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,745 | $81,668-88.1% | $58,507-83.3% | $139,487-93.0% |
| Participation rate | 76.9% | 61.3%+15.6pp | 50.9%+26.1pp | 80.3%-3.4pp |
| Annual return | 23.57% | 7430.07%-7406.5pp | 4252.32%-4228.8pp | 373.84%-350.3pp |
| Employer contribution / active EE | $688 | $1,398-50.8% | $1,053-34.7% | $4,755-85.5% |
| Participant deferral / active EE | $3,022 | $2,554+18.4% | $1,922+57.2% | $6,713-55.0% |
| Admin fee / account holder | $99 | $3,212-96.9% | $2,486-96.0% | $11,407-99.1% |