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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,288 | $175,259-87.9% | $149,723-85.8% | $139,487-84.7% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 17.13% | 166.82%-149.7pp | 134.50%-117.4pp | 373.84%-356.7pp |
| Employer contribution / active EE | $1,393 | $5,478-74.6% | $4,821-71.1% | $4,755-70.7% |
| Participant deferral / active EE | $2,679 | $6,522-58.9% | $5,682-52.9% | $6,713-60.1% |
| Admin fee / account holder | $32 | $16,158-99.8% | $13,215-99.8% | $11,407-99.7% |