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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,360 | $72,071-91.2% | $68,368-90.7% | $137,256-95.4% |
| Participation rate | 71.4% | 76.2%-4.8pp | 73.8%-2.3pp | 80.0%-8.5pp |
| Annual return | 21.68% | 353.14%-331.5pp | 292.57%-270.9pp | 220.34%-198.7pp |
| Employer contribution / active EE | $782 | $2,788-72.0% | $2,649-70.5% | $4,156-81.2% |
| Participant deferral / active EE | $782 | $4,410-82.3% | $4,123-81.0% | $6,407-87.8% |
| Admin fee / account holder | $13 | $5,336-99.8% | $5,150-99.7% | $12,270-99.9% |