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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,179 | $106,008-44.2% | $92,240-35.8% | $147,586-59.9% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 21.44% | 50.05%-28.6pp | 176.29%-154.9pp | 578.59%-557.2pp |
| Employer contribution / active EE | $4,030 | $4,333-7.0% | $3,680+9.5% | $4,876-17.4% |
| Participant deferral / active EE | $0 | $4,478-100.0% | $3,897-100.0% | $5,439-100.0% |
| Admin fee / account holder | $37 | $6,333-99.4% | $5,194-99.3% | $10,886-99.7% |