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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,305 | $183,516-84.6% | $155,534-81.8% | $145,884-80.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 13.70% | 61.43%-47.7pp | 64.92%-51.2pp | 551.85%-538.1pp |
| Employer contribution / active EE | $1,612 | $5,315-69.7% | $4,675-65.5% | $4,662-65.4% |
| Participant deferral / active EE | $4,800 | $6,467-25.8% | $5,630-14.7% | $6,690-28.2% |
| Admin fee / account holder | $56 | $19,293-99.7% | $15,900-99.6% | $13,392-99.6% |