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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,819 | $102,382-30.8% | $147,005-51.8% | $80,874-12.4% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 11.89% | 134.89%-123.0pp | 418.76%-406.9pp | 35.62%-23.7pp |
| Employer contribution / active EE | $4,519 | $3,715+21.6% | $4,934-8.4% | $2,756+64.0% |
| Participant deferral / active EE | $3,695 | $6,646-44.4% | $8,070-54.2% | $4,297-14.0% |
| Admin fee / account holder | $75 | $7,942-99.1% | $13,006-99.4% | $6,935-98.9% |