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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,007 | $109,908-84.5% | $97,161-82.5% | $145,978-88.3% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 12.49% | 243.80%-231.3pp | 75.36%-62.9pp | 550.52%-538.0pp |
| Employer contribution / active EE | $865 | $3,077-71.9% | $2,723-68.2% | $4,662-81.4% |
| Participant deferral / active EE | $865 | $4,679-81.5% | $4,265-79.7% | $6,690-87.1% |
| Admin fee / account holder | $32 | $6,213-99.5% | $5,647-99.4% | $13,400-99.8% |