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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,369 | $112,933-73.1% | $90,970-66.6% | $158,982-80.9% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 6.90% | 215.82%-208.9pp | 134.60%-127.7pp | 302.99%-296.1pp |
| Employer contribution / active EE | $4,532 | $2,893+56.6% | $2,122+113.6% | $4,763-4.8% |
| Participant deferral / active EE | $3,468 | $4,128-16.0% | $3,373+2.8% | $5,983-42.0% |
| Admin fee / account holder | $198 | $8,047-97.5% | $5,961-96.7% | $11,252-98.2% |