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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,496 | $175,231-81.5% | $149,696-78.3% | $139,466-76.7% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 16.53% | 166.77%-150.2pp | 134.46%-117.9pp | 373.66%-357.1pp |
| Employer contribution / active EE | $3,822 | $5,478-30.2% | $4,821-20.7% | $4,754-19.6% |
| Participant deferral / active EE | $3,220 | $6,521-50.6% | $5,682-43.3% | $6,712-52.0% |
| Admin fee / account holder | $0 | $16,155-100.0% | $13,212-100.0% | $11,409-100.0% |