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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,261 | $99,921-89.7% | $85,009-87.9% | $145,959-93.0% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 12.45% | 83.89%-71.4pp | 66.47%-54.0pp | 561.95%-549.5pp |
| Employer contribution / active EE | $1,532 | $3,233-52.6% | $2,728-43.8% | $4,661-67.1% |
| Participant deferral / active EE | $1,764 | $5,293-66.7% | $4,522-61.0% | $6,689-73.6% |
| Admin fee / account holder | $19 | $7,252-99.7% | $6,153-99.7% | $13,398-99.9% |