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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,683 | $73,518-17.5% | $63,005-3.7% | $147,585-58.9% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 18.14% | 175.46%-157.3pp | 87.59%-69.5pp | 578.58%-560.4pp |
| Employer contribution / active EE | $3,548 | $3,322+6.8% | $2,760+28.5% | $4,876-27.2% |
| Participant deferral / active EE | $11,628 | $4,183+178.0% | $3,329+249.3% | $5,439+113.8% |
| Admin fee / account holder | $173 | $5,952-97.1% | $3,599-95.2% | $10,886-98.4% |