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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,389 | $104,497-29.8% | $159,487-54.0% | $79,389-7.6% |
| Participation rate | 100.0% | 76.6%+23.4pp | 82.8%+17.2pp | 70.7%+29.3pp |
| Annual return | 24.98% | 67.98%-43.0pp | 263.71%-238.7pp | 116.89%-91.9pp |
| Employer contribution / active EE | $1,400 | $3,418-59.0% | $4,831-71.0% | $2,428-42.3% |
| Participant deferral / active EE | $0 | $6,468-100.0% | $7,354-100.0% | $4,046-100.0% |
| Admin fee / account holder | $0 | $711-100.0% | $10,804-100.0% | $626-100.0% |