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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,382 | $100,203-69.7% | $85,240-64.4% | $145,897-79.2% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 10.68% | 84.28%-73.6pp | 66.75%-56.1pp | 552.29%-541.6pp |
| Employer contribution / active EE | $8,830 | $3,242+172.4% | $2,735+222.8% | $4,663+89.4% |
| Participant deferral / active EE | $0 | $5,299-100.0% | $4,527-100.0% | $6,689-100.0% |
| Admin fee / account holder | $233 | $7,265-96.8% | $6,165-96.2% | $13,390-98.3% |