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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,924 | $115,814-62.9% | $101,275-57.6% | $158,982-73.0% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 22.91% | 56.16%-33.2pp | 46.48%-23.6pp | 302.99%-280.1pp |
| Employer contribution / active EE | $1,632 | $4,176-60.9% | $3,660-55.4% | $4,763-65.7% |
| Participant deferral / active EE | $1,950 | $4,958-60.7% | $4,371-55.4% | $5,983-67.4% |
| Admin fee / account holder | $20 | $7,249-99.7% | $5,948-99.7% | $11,252-99.8% |