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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,342 | $55,446-45.3% | $155,574-80.5% | $74,429-59.2% |
| Participation rate | 99.2% | 61.9%+37.3pp | 78.2%+21.0pp | 67.2%+32.0pp |
| Annual return | 19.90% | 269.20%-249.3pp | 64.87%-45.0pp | 1368.38%-1348.5pp |
| Employer contribution / active EE | $970 | $2,266-57.2% | $4,676-79.3% | $2,625-63.0% |
| Participant deferral / active EE | $2,843 | $2,836+0.3% | $5,629-49.5% | $4,348-34.6% |
| Admin fee / account holder | $0 | $1,743-100.0% | $15,914-100.0% | $1,944-100.0% |