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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $5,161 | $76,608-93.3% | $56,077-90.8% | $145,877-96.5% |
| Participation rate | 80.0% | 63.2%+16.8pp | 52.5%+27.5pp | 80.3%-0.3pp |
| Annual return | 10.76% | 3009.59%-2998.8pp | 1709.28%-1698.5pp | 551.28%-540.5pp |
| Employer contribution / active EE | $451 | $1,382-67.4% | $1,040-56.7% | $4,663-90.3% |
| Participant deferral / active EE | $3,111 | $2,624+18.6% | $1,954+59.2% | $6,691-53.5% |
| Admin fee / account holder | $0 | $3,325-100.0% | $2,825-100.0% | $13,402-100.0% |