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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,413 | $69,118-19.8% | $53,647+3.3% | $138,895-60.1% |
| Participation rate | 100.0% | 64.0%+36.0pp | 56.3%+43.7pp | 79.9%+20.1pp |
| Annual return | 18.82% | 248.26%-229.4pp | 358.33%-339.5pp | 145.39%-126.6pp |
| Employer contribution / active EE | $2,041 | $1,189+71.6% | $962+112.1% | $4,194-51.3% |
| Participant deferral / active EE | $6,831 | $2,274+200.4% | $1,813+276.7% | $6,396+6.8% |
| Admin fee / account holder | $75 | $2,724-97.3% | $2,460-97.0% | $12,562-99.4% |