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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,635 | $99,921-79.3% | $85,009-75.7% | $145,959-85.9% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 14.40% | 83.89%-69.5pp | 66.47%-52.1pp | 561.95%-547.5pp |
| Employer contribution / active EE | $1,920 | $3,233-40.6% | $2,728-29.6% | $4,661-58.8% |
| Participant deferral / active EE | $2,400 | $5,293-54.7% | $4,522-46.9% | $6,689-64.1% |
| Admin fee / account holder | $185 | $7,252-97.4% | $6,153-97.0% | $13,398-98.6% |