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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,428 | $180,749-45.0% | $160,784-38.2% | $137,256-27.6% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 18.18% | 2234.46%-2216.3pp | 1803.92%-1785.7pp | 220.34%-202.2pp |
| Employer contribution / active EE | $2,153 | $4,155-48.2% | $3,733-42.3% | $4,156-48.2% |
| Participant deferral / active EE | $20,667 | $6,844+202.0% | $6,293+228.4% | $6,407+222.6% |
| Admin fee / account holder | $20 | $10,397-99.8% | $9,717-99.8% | $12,270-99.8% |