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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,381 | $175,231-88.9% | $149,696-87.1% | $139,466-86.1% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 16.74% | 166.77%-150.0pp | 134.46%-117.7pp | 373.66%-356.9pp |
| Employer contribution / active EE | $2,127 | $5,478-61.2% | $4,821-55.9% | $4,754-55.3% |
| Participant deferral / active EE | $4,198 | $6,521-35.6% | $5,682-26.1% | $6,712-37.5% |
| Admin fee / account holder | $0 | $16,155-100.0% | $13,212-100.0% | $11,409-100.0% |