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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,771 | $107,363-68.5% | $92,909-63.7% | $152,897-77.9% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 15.48% | 145.63%-130.1pp | 109.44%-94.0pp | 345.43%-329.9pp |
| Employer contribution / active EE | $977 | $4,222-76.9% | $3,653-73.3% | $4,764-79.5% |
| Participant deferral / active EE | $4,093 | $4,848-15.6% | $4,238-3.4% | $5,851-30.1% |
| Admin fee / account holder | $0 | $7,082-100.0% | $5,795-100.0% | $11,599-100.0% |