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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,300 | $100,073-81.7% | $85,126-78.5% | $145,877-87.5% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 13.75% | 84.11%-70.4pp | 66.63%-52.9pp | 551.28%-537.5pp |
| Employer contribution / active EE | $1,520 | $3,236-53.0% | $2,731-44.3% | $4,663-67.4% |
| Participant deferral / active EE | $13,301 | $5,294+151.2% | $4,523+194.1% | $6,691+98.8% |
| Admin fee / account holder | $43 | $7,261-99.4% | $6,160-99.3% | $13,402-99.7% |