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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,820 | $109,863-88.3% | $98,477-87.0% | $167,518-92.3% |
| Participation rate | 71.4% | 75.8%-4.4pp | 73.3%-1.9pp | 82.1%-10.7pp |
| Annual return | 19.00% | 1958.09%-1939.1pp | 1493.59%-1474.6pp | 478.71%-459.7pp |
| Employer contribution / active EE | $704 | $3,225-78.2% | $2,961-76.2% | $4,838-85.4% |
| Participant deferral / active EE | $1,902 | $4,673-59.3% | $4,276-55.5% | $6,342-70.0% |
| Admin fee / account holder | $1 | $6,755-100.0% | $5,951-100.0% | $12,312-100.0% |