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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,894 | $169,361-88.3% | $129,397-84.6% | $145,877-86.4% |
| Participation rate | 75.0% | 76.5%-1.5pp | 69.6%+5.4pp | 80.3%-5.3pp |
| Annual return | 12.58% | 14395.54%-14383.0pp | 9453.98%-9441.4pp | 551.28%-538.7pp |
| Employer contribution / active EE | $3,489 | $5,542-37.0% | $4,154-16.0% | $4,663-25.2% |
| Participant deferral / active EE | $2,358 | $4,987-52.7% | $4,167-43.4% | $6,691-64.8% |
| Admin fee / account holder | $0 | $9,903-100.0% | $7,679-100.0% | $13,402-100.0% |