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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,020 | $72,071-55.6% | $68,368-53.2% | $137,256-76.7% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 20.69% | 353.14%-332.4pp | 292.57%-271.9pp | 220.34%-199.6pp |
| Employer contribution / active EE | $2,272 | $2,788-18.5% | $2,649-14.2% | $4,156-45.3% |
| Participant deferral / active EE | $6,176 | $4,410+40.0% | $4,123+49.8% | $6,407-3.6% |
| Admin fee / account holder | $176 | $5,336-96.7% | $5,150-96.6% | $12,270-98.6% |