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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,498 | $88,778-78.0% | $81,844-76.2% | $145,884-86.6% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 13.52% | 1033.03%-1019.5pp | 778.87%-765.4pp | 551.85%-538.3pp |
| Employer contribution / active EE | $1,125 | $3,087-63.6% | $2,916-61.4% | $4,662-75.9% |
| Participant deferral / active EE | $1,125 | $4,648-75.8% | $4,323-74.0% | $6,690-83.2% |
| Admin fee / account holder | $259 | $8,430-96.9% | $7,355-96.5% | $13,392-98.1% |