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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,990 | $100,203-91.0% | $85,240-89.5% | $145,897-93.8% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 18.65% | 84.28%-65.6pp | 66.75%-48.1pp | 552.29%-533.6pp |
| Employer contribution / active EE | $2,303 | $3,242-29.0% | $2,735-15.8% | $4,663-50.6% |
| Participant deferral / active EE | $3,402 | $5,299-35.8% | $4,527-24.9% | $6,689-49.1% |
| Admin fee / account holder | $77 | $7,265-98.9% | $6,165-98.8% | $13,390-99.4% |