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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,510 | $67,823-87.5% | $52,425-83.8% | $137,256-93.8% |
| Participation rate | 100.0% | 63.9%+36.1pp | 55.6%+44.4pp | 80.0%+20.0pp |
| Annual return | 36.87% | 219.11%-182.2pp | 302.12%-265.3pp | 220.34%-183.5pp |
| Employer contribution / active EE | $1,126 | $1,163-3.2% | $914+23.2% | $4,156-72.9% |
| Participant deferral / active EE | $5,631 | $2,288+146.1% | $1,790+214.5% | $6,407-12.1% |
| Admin fee / account holder | $34 | $2,844-98.8% | $2,495-98.6% | $12,270-99.7% |