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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,200 | $107,368-67.2% | $92,915-62.1% | $152,909-77.0% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 27.45% | 145.64%-118.2pp | 109.45%-82.0pp | 345.46%-318.0pp |
| Employer contribution / active EE | $1,319 | $4,222-68.8% | $3,653-63.9% | $4,764-72.3% |
| Participant deferral / active EE | $9,767 | $4,848+101.5% | $4,238+130.5% | $5,851+66.9% |
| Admin fee / account holder | $20 | $7,082-99.7% | $5,796-99.7% | $11,601-99.8% |