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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,284 | $129,476-85.9% | $93,515-80.4% | $158,982-88.5% |
| Participation rate | 100.0% | 71.0%+29.0pp | 66.8%+33.2pp | 82.0%+18.0pp |
| Annual return | 23.83% | 118.56%-94.7pp | 78.21%-54.4pp | 302.99%-279.2pp |
| Employer contribution / active EE | $1,893 | $2,717-30.3% | $2,077-8.9% | $4,763-60.3% |
| Participant deferral / active EE | $3,613 | $3,916-7.7% | $3,129+15.5% | $5,983-39.6% |
| Admin fee / account holder | $14 | $7,396-99.8% | $5,235-99.7% | $11,252-99.9% |