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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,980 | $111,814-17.7% | $93,654-1.8% | $145,959-37.0% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 14.70% | 203.30%-188.6pp | 133.34%-118.6pp | 561.95%-547.2pp |
| Employer contribution / active EE | $1,346 | $3,092-56.5% | $2,421-44.4% | $4,661-71.1% |
| Participant deferral / active EE | $8,006 | $4,914+62.9% | $4,413+81.4% | $6,689+19.7% |
| Admin fee / account holder | $0 | $10,246-100.0% | $8,282-100.0% | $13,398-100.0% |