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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,365 | $111,535-82.6% | $105,223-81.6% | $137,256-85.9% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 13.09% | 237.85%-224.8pp | 180.65%-167.6pp | 220.34%-207.2pp |
| Employer contribution / active EE | $1,021 | $3,939-74.1% | $3,689-72.3% | $4,156-75.4% |
| Participant deferral / active EE | $4,018 | $5,500-26.9% | $5,072-20.8% | $6,407-37.3% |
| Admin fee / account holder | $117 | $9,721-98.8% | $8,859-98.7% | $12,270-99.0% |