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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,093 | $111,814-80.2% | $93,654-76.4% | $145,959-84.9% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 12.07% | 203.30%-191.2pp | 133.34%-121.3pp | 561.95%-549.9pp |
| Employer contribution / active EE | $2,709 | $3,092-12.4% | $2,421+11.9% | $4,661-41.9% |
| Participant deferral / active EE | $5,599 | $4,914+13.9% | $4,413+26.9% | $6,689-16.3% |
| Admin fee / account holder | $284 | $10,246-97.2% | $8,282-96.6% | $13,398-97.9% |