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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,656 | $101,618-88.5% | $93,063-87.5% | $137,256-91.5% |
| Participation rate | 100.0% | 74.9%+25.1pp | 72.1%+27.9pp | 80.0%+20.0pp |
| Annual return | 20.89% | 223.95%-203.1pp | 34.15%-13.3pp | 220.34%-199.4pp |
| Employer contribution / active EE | $1,224 | $2,707-54.8% | $2,476-50.6% | $4,156-70.6% |
| Participant deferral / active EE | $1,836 | $4,279-57.1% | $3,958-53.6% | $6,407-71.3% |
| Admin fee / account holder | $10 | $6,198-99.8% | $6,033-99.8% | $12,270-99.9% |