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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $104,168 | $171,492-39.3% | $150,734-30.9% | $198,609-47.6% |
| Participation rate | 100.0% | 81.4%+18.6pp | 78.4%+21.6pp | 82.4%+17.6pp |
| Annual return | 12.40% | 804.70%-792.3pp | 600.81%-588.4pp | 202.70%-190.3pp |
| Employer contribution / active EE | $4,658 | $5,470-14.9% | $4,918-5.3% | $5,055-7.9% |
| Participant deferral / active EE | $0 | $6,259-100.0% | $5,610-100.0% | $6,977-100.0% |
| Admin fee / account holder | $0 | $17,628-100.0% | $14,905-100.0% | $19,030-100.0% |