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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $2,723 | $67,823-96.0% | $52,425-94.8% | $137,256-98.0% |
| Participation rate | 81.3% | 63.9%+17.3pp | 55.6%+25.6pp | 80.0%+1.3pp |
| Annual return | 10.59% | 219.11%-208.5pp | 302.12%-291.5pp | 220.34%-209.8pp |
| Employer contribution / active EE | $29 | $1,163-97.5% | $914-96.8% | $4,156-99.3% |
| Participant deferral / active EE | $0 | $2,288-100.0% | $1,790-100.0% | $6,407-100.0% |
| Admin fee / account holder | $18 | $2,844-99.4% | $2,495-99.3% | $12,270-99.9% |