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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $2,883 | $67,823-95.7% | $52,425-94.5% | $137,256-97.9% |
| Participation rate | 100.0% | 63.9%+36.1pp | 55.6%+44.4pp | 80.0%+20.0pp |
| Annual return | 12.99% | 219.11%-206.1pp | 302.12%-289.1pp | 220.34%-207.4pp |
| Employer contribution / active EE | $537 | $1,163-53.9% | $914-41.3% | $4,156-87.1% |
| Participant deferral / active EE | $537 | $2,288-76.5% | $1,790-70.0% | $6,407-91.6% |
| Admin fee / account holder | $102 | $2,844-96.4% | $2,495-95.9% | $12,270-99.2% |