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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,649 | $112,121-69.1% | $95,960-63.9% | $158,966-78.2% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 19.68% | 171.16%-151.5pp | 91.63%-72.0pp | 302.95%-283.3pp |
| Employer contribution / active EE | $5,492 | $3,199+71.7% | $2,541+116.1% | $4,762+15.3% |
| Participant deferral / active EE | $6,014 | $4,784+25.7% | $4,167+44.3% | $5,983+0.5% |
| Admin fee / account holder | $54 | $10,135-99.5% | $6,797-99.2% | $11,250-99.5% |