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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,439 | $109,904-54.1% | $97,167-48.1% | $145,959-65.4% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 10.33% | 243.43%-233.1pp | 75.27%-64.9pp | 561.95%-551.6pp |
| Employer contribution / active EE | $1,646 | $3,084-46.6% | $2,729-39.7% | $4,661-64.7% |
| Participant deferral / active EE | $4,087 | $4,676-12.6% | $4,264-4.1% | $6,689-38.9% |
| Admin fee / account holder | $75 | $6,216-98.8% | $5,650-98.7% | $13,398-99.4% |