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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,135 | $114,093-89.4% | $96,171-87.4% | $167,536-92.8% |
| Participation rate | 100.0% | 75.1%+24.9pp | 68.4%+31.6pp | 82.1%+17.9pp |
| Annual return | 11.09% | 190.00%-178.9pp | 192.04%-181.0pp | 478.82%-467.7pp |
| Employer contribution / active EE | $1,321 | $3,429-61.5% | $2,799-52.8% | $4,839-72.7% |
| Participant deferral / active EE | $3,704 | $5,197-28.7% | $4,350-14.9% | $6,342-41.6% |
| Admin fee / account holder | $225 | $6,899-96.7% | $5,538-95.9% | $12,315-98.2% |