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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,011 | $70,366-84.4% | $66,674-83.5% | $138,895-92.1% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.7%+26.3pp | 79.9%+20.1pp |
| Annual return | 15.89% | 386.41%-370.5pp | 321.24%-305.4pp | 145.39%-129.5pp |
| Employer contribution / active EE | $954 | $2,765-65.5% | $2,620-63.6% | $4,194-77.3% |
| Participant deferral / active EE | $2,319 | $4,374-47.0% | $4,084-43.2% | $6,396-63.7% |
| Admin fee / account holder | $127 | $5,262-97.6% | $5,098-97.5% | $12,562-99.0% |