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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,688 | $67,823-79.8% | $52,425-73.9% | $137,256-90.0% |
| Participation rate | 100.0% | 63.9%+36.1pp | 55.6%+44.4pp | 80.0%+20.0pp |
| Annual return | 11.64% | 219.11%-207.5pp | 302.12%-290.5pp | 220.34%-208.7pp |
| Employer contribution / active EE | $1,952 | $1,163+67.8% | $914+113.5% | $4,156-53.0% |
| Participant deferral / active EE | $3,000 | $2,288+31.1% | $1,790+67.6% | $6,407-53.2% |
| Admin fee / account holder | $111 | $2,844-96.1% | $2,495-95.5% | $12,270-99.1% |