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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,251 | $72,465-83.1% | $67,575-81.9% | $145,884-91.6% |
| Participation rate | 83.3% | 76.9%+6.5pp | 72.9%+10.4pp | 80.3%+3.0pp |
| Annual return | 24.09% | 7222.56%-7198.5pp | 3528.98%-3504.9pp | 551.85%-527.8pp |
| Employer contribution / active EE | $539 | $3,074-82.5% | $2,736-80.3% | $4,662-88.4% |
| Participant deferral / active EE | $3,282 | $4,786-31.4% | $4,003-18.0% | $6,690-50.9% |
| Admin fee / account holder | $0 | $5,515-100.0% | $3,993-100.0% | $13,392-100.0% |