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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,478 | $81,696-74.9% | $70,494-71.0% | $158,982-87.1% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 9.97% | 208.70%-198.7pp | 109.16%-99.2pp | 302.99%-293.0pp |
| Employer contribution / active EE | $404 | $3,220-87.4% | $2,738-85.2% | $4,763-91.5% |
| Participant deferral / active EE | $971 | $4,558-78.7% | $3,711-73.8% | $5,983-83.8% |
| Admin fee / account holder | $9 | $6,200-99.9% | $3,848-99.8% | $11,252-99.9% |