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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,350 | $88,710-81.6% | $81,783-80.0% | $145,959-88.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 11.81% | 1027.26%-1015.4pp | 775.05%-763.2pp | 561.95%-550.1pp |
| Employer contribution / active EE | $1,221 | $3,083-60.4% | $2,913-58.1% | $4,661-73.8% |
| Participant deferral / active EE | $4,488 | $4,645-3.4% | $4,320+3.9% | $6,689-32.9% |
| Admin fee / account holder | $238 | $8,407-97.2% | $7,380-96.8% | $13,398-98.2% |