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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,377 | $183,592-60.6% | $155,567-53.5% | $145,959-50.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 14.47% | 61.24%-46.8pp | 64.74%-50.3pp | 561.95%-547.5pp |
| Employer contribution / active EE | $2,030 | $5,315-61.8% | $4,674-56.6% | $4,661-56.4% |
| Participant deferral / active EE | $4,806 | $6,464-25.7% | $5,628-14.6% | $6,689-28.1% |
| Admin fee / account holder | $0 | $19,318-100.0% | $15,916-100.0% | $13,398-100.0% |