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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,147 | $112,121-43.7% | $95,960-34.2% | $158,966-60.3% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 19.18% | 171.16%-152.0pp | 91.63%-72.5pp | 302.95%-283.8pp |
| Employer contribution / active EE | $20,739 | $3,199+548.3% | $2,541+716.1% | $4,762+335.5% |
| Participant deferral / active EE | $3,500 | $4,784-26.8% | $4,167-16.0% | $5,983-41.5% |
| Admin fee / account holder | $18 | $10,135-99.8% | $6,797-99.7% | $11,250-99.8% |