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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,637 | $72,071-82.5% | $68,368-81.5% | $137,256-90.8% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 25.46% | 353.14%-327.7pp | 292.57%-267.1pp | 220.34%-194.9pp |
| Employer contribution / active EE | $1,601 | $2,788-42.6% | $2,649-39.6% | $4,156-61.5% |
| Participant deferral / active EE | $2,942 | $4,410-33.3% | $4,123-28.6% | $6,407-54.1% |
| Admin fee / account holder | $20 | $5,336-99.6% | $5,150-99.6% | $12,270-99.8% |