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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,235 | $109,967-93.4% | $97,197-92.6% | $145,877-95.0% |
| Participation rate | 100.0% | 76.0%+24.0pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 26.98% | 244.27%-217.3pp | 75.47%-48.5pp | 551.28%-524.3pp |
| Employer contribution / active EE | $1,116 | $3,077-63.7% | $2,723-59.0% | $4,663-76.1% |
| Participant deferral / active EE | $2,077 | $4,676-55.6% | $4,263-51.3% | $6,691-69.0% |
| Admin fee / account holder | $61 | $6,199-99.0% | $5,637-98.9% | $13,402-99.5% |