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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,055 | $88,702-84.2% | $81,780-82.8% | $145,978-90.4% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 13.94% | 1029.12%-1015.2pp | 776.27%-762.3pp | 550.52%-536.6pp |
| Employer contribution / active EE | $2,038 | $3,084-33.9% | $2,914-30.1% | $4,662-56.3% |
| Participant deferral / active EE | $3,397 | $4,645-26.9% | $4,321-21.4% | $6,690-49.2% |
| Admin fee / account holder | $66 | $8,414-99.2% | $7,384-99.1% | $13,400-99.5% |