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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,557 | $60,119-77.4% | $90,430-85.0% | $79,858-83.0% |
| Participation rate | 100.0% | 65.0%+35.0pp | 72.7%+27.3pp | 69.6%+30.4pp |
| Annual return | 19.72% | 71.94%-52.2pp | 1293.73%-1274.0pp | 31.72%-12.0pp |
| Employer contribution / active EE | $1,290 | $2,068-37.6% | $3,262-60.5% | $2,471-47.8% |
| Participant deferral / active EE | $2,314 | $2,938-21.2% | $3,963-41.6% | $3,740-38.1% |
| Admin fee / account holder | $240 | $3,976-94.0% | $5,613-95.7% | $5,306-95.5% |