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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,312 | $99,031-85.5% | $86,597-83.5% | $147,585-90.3% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 15.01% | 1312.56%-1297.5pp | 964.96%-949.9pp | 578.57%-563.6pp |
| Employer contribution / active EE | $1,590 | $3,132-49.2% | $2,840-44.0% | $4,876-67.4% |
| Participant deferral / active EE | $1,774 | $3,972-55.3% | $3,609-50.8% | $5,439-67.4% |
| Admin fee / account holder | $183 | $5,711-96.8% | $4,906-96.3% | $10,885-98.3% |