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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,749 | $183,592-69.6% | $155,567-64.2% | $145,959-61.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 16.00% | 61.24%-45.2pp | 64.74%-48.7pp | 561.95%-546.0pp |
| Employer contribution / active EE | $20,354 | $5,315+283.0% | $4,674+335.5% | $4,661+336.7% |
| Participant deferral / active EE | $7,166 | $6,464+10.9% | $5,628+27.3% | $6,689+7.1% |
| Admin fee / account holder | $256 | $19,318-98.7% | $15,916-98.4% | $13,398-98.1% |