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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,607 | $96,630-58.0% | $86,605-53.1% | $139,427-70.9% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 13.77% | 106.48%-92.7pp | 591.39%-577.6pp | 373.27%-359.5pp |
| Employer contribution / active EE | $3,152 | $3,264-3.4% | $3,023+4.3% | $4,752-33.7% |
| Participant deferral / active EE | $3,537 | $4,836-26.9% | $4,438-20.3% | $6,711-47.3% |
| Admin fee / account holder | $0 | $6,405-100.0% | $5,611-100.0% | $11,404-100.0% |