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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,671 | $69,541-80.3% | $59,899-77.2% | $135,380-89.9% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | 52.89% | 7.95%+44.9pp | 3.46%+49.4pp | 519.81%-466.9pp |
| Employer contribution / active EE | $877 | $3,236-72.9% | $2,723-67.8% | $4,779-81.6% |
| Participant deferral / active EE | $877 | $4,206-79.1% | $3,402-74.2% | $5,609-84.4% |
| Admin fee / account holder | $4 | $5,737-99.9% | $3,592-99.9% | $10,828-100.0% |