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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,079 | $88,815-63.9% | $81,882-60.8% | $145,897-78.0% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 17.37% | 1033.75%-1016.4pp | 779.47%-762.1pp | 552.29%-534.9pp |
| Employer contribution / active EE | $1,443 | $3,086-53.2% | $2,916-50.5% | $4,663-69.1% |
| Participant deferral / active EE | $14,739 | $4,647+217.2% | $4,323+240.9% | $6,689+120.3% |
| Admin fee / account holder | $0 | $8,434-100.0% | $7,360-100.0% | $13,390-100.0% |