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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $2,508 | $67,823-96.3% | $52,425-95.2% | $137,256-98.2% |
| Participation rate | 83.3% | 63.9%+19.4pp | 55.6%+27.7pp | 80.0%+3.4pp |
| Annual return | 27.43% | 219.11%-191.7pp | 302.12%-274.7pp | 220.34%-192.9pp |
| Employer contribution / active EE | $872 | $1,163-25.1% | $914-4.7% | $4,156-79.0% |
| Participant deferral / active EE | $599 | $2,288-73.8% | $1,790-66.5% | $6,407-90.6% |
| Admin fee / account holder | $32 | $2,844-98.9% | $2,495-98.7% | $12,270-99.7% |