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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,699 | $88,754-89.1% | $81,820-88.1% | $145,877-93.4% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 15.10% | 1031.77%-1016.7pp | 777.93%-762.8pp | 551.28%-536.2pp |
| Employer contribution / active EE | $1,289 | $3,085-58.2% | $2,915-55.8% | $4,663-72.4% |
| Participant deferral / active EE | $4,932 | $4,648+6.1% | $4,323+14.1% | $6,691-26.3% |
| Admin fee / account holder | $125 | $8,424-98.5% | $7,391-98.3% | $13,402-99.1% |