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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,877 | $81,643-62.2% | $70,462-56.2% | $158,950-80.6% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 12.46% | 208.51%-196.0pp | 109.08%-96.6pp | 302.91%-290.4pp |
| Employer contribution / active EE | $0 | $3,218-100.0% | $2,737-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $3,677 | $4,555-19.3% | $3,710-0.9% | $5,983-38.5% |
| Admin fee / account holder | $44 | $6,194-99.3% | $3,845-98.8% | $11,248-99.6% |