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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,137 | $70,366-89.9% | $66,674-89.3% | $138,895-94.9% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.7%+26.3pp | 79.9%+20.1pp |
| Annual return | 26.84% | 386.41%-359.6pp | 321.24%-294.4pp | 145.39%-118.6pp |
| Employer contribution / active EE | $721 | $2,765-73.9% | $2,620-72.5% | $4,194-82.8% |
| Participant deferral / active EE | $1,548 | $4,374-64.6% | $4,084-62.1% | $6,396-75.8% |
| Admin fee / account holder | $178 | $5,262-96.6% | $5,098-96.5% | $12,562-98.6% |