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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,978 | $96,508-86.6% | $75,901-82.9% | $152,897-91.5% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.3%+30.7pp | 82.5%+17.5pp |
| Annual return | 0.00% | 33.99%-34.0pp | 30.76%-30.8pp | 345.43%-345.4pp |
| Employer contribution / active EE | $9,723 | $3,310+193.7% | $2,501+288.8% | $4,764+104.1% |
| Participant deferral / active EE | $4,208 | $4,554-7.6% | $3,603+16.8% | $5,851-28.1% |
| Admin fee / account holder | $107 | $8,081-98.7% | $5,420-98.0% | $11,599-99.1% |