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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,856 | $90,614-64.8% | $76,089-58.1% | $145,877-78.2% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 15.63% | 623.80%-608.2pp | 360.94%-345.3pp | 551.28%-535.7pp |
| Employer contribution / active EE | $6,070 | $3,324+82.6% | $2,690+125.6% | $4,663+30.2% |
| Participant deferral / active EE | $3,513 | $5,168-32.0% | $4,259-17.5% | $6,691-47.5% |
| Admin fee / account holder | $164 | $8,376-98.0% | $6,418-97.4% | $13,402-98.8% |