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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,667 | $100,911-67.6% | $90,440-63.9% | $158,966-79.5% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 12.57% | 1726.62%-1714.0pp | 1294.38%-1281.8pp | 302.95%-290.4pp |
| Employer contribution / active EE | $916 | $3,690-75.2% | $3,263-71.9% | $4,762-80.8% |
| Participant deferral / active EE | $6,500 | $4,348+49.5% | $3,964+64.0% | $5,983+8.6% |
| Admin fee / account holder | $1 | $6,507-100.0% | $5,615-100.0% | $11,250-100.0% |