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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,154 | $109,908-68.0% | $97,161-63.8% | $145,978-75.9% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 9.05% | 243.80%-234.7pp | 75.36%-66.3pp | 550.52%-541.5pp |
| Employer contribution / active EE | $986 | $3,077-68.0% | $2,723-63.8% | $4,662-78.8% |
| Participant deferral / active EE | $11,700 | $4,679+150.1% | $4,265+174.3% | $6,690+74.9% |
| Admin fee / account holder | $202 | $6,213-96.8% | $5,647-96.4% | $13,400-98.5% |