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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,300 | $88,815-78.3% | $81,882-76.4% | $145,897-86.8% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 12.76% | 1033.75%-1021.0pp | 779.47%-766.7pp | 552.29%-539.5pp |
| Employer contribution / active EE | $1,938 | $3,086-37.2% | $2,916-33.5% | $4,663-58.4% |
| Participant deferral / active EE | $2,204 | $4,647-52.6% | $4,323-49.0% | $6,689-67.1% |
| Admin fee / account holder | $14 | $8,434-99.8% | $7,360-99.8% | $13,390-99.9% |