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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,559 | $67,823-97.7% | $52,425-97.0% | $137,256-98.9% |
| Participation rate | 100.0% | 63.9%+36.1pp | 55.6%+44.4pp | 80.0%+20.0pp |
| Annual return | 23.99% | 219.11%-195.1pp | 302.12%-278.1pp | 220.34%-196.4pp |
| Employer contribution / active EE | $166 | $1,163-85.7% | $914-81.8% | $4,156-96.0% |
| Participant deferral / active EE | $836 | $2,288-63.5% | $1,790-53.3% | $6,407-87.0% |
| Admin fee / account holder | $210 | $2,844-92.6% | $2,495-91.6% | $12,270-98.3% |