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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,264 | $149,778-63.1% | $118,946-53.5% | $158,950-65.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 75.4%+24.6pp | 82.0%+18.0pp |
| Annual return | 45.34% | 19.95%+25.4pp | 35.89%+9.4pp | 302.91%-257.6pp |
| Employer contribution / active EE | $2,500 | $4,117-39.3% | $3,263-23.4% | $4,762-47.5% |
| Participant deferral / active EE | $0 | $5,225-100.0% | $4,266-100.0% | $5,983-100.0% |
| Admin fee / account holder | $24 | $8,604-99.7% | $6,581-99.6% | $11,248-99.8% |