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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,840 | $99,079-76.9% | $78,002-70.7% | $273,972-91.7% |
| Participation rate | 93.3% | 78.6%+14.8pp | 75.5%+17.8pp | 83.0%+10.3pp |
| Annual return | 3.84% | 217.93%-214.1pp | 425.99%-422.1pp | 41.46%-37.6pp |
| Employer contribution / active EE | $1,059 | $3,308-68.0% | $2,470-57.1% | $4,869-78.2% |
| Participant deferral / active EE | $2,209 | $4,306-48.7% | $3,497-36.8% | $5,287-58.2% |
| Admin fee / account holder | $13 | $8,954-99.9% | $5,481-99.8% | $10,133-99.9% |