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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,908 | $73,546-60.7% | $63,018-54.1% | $147,586-80.4% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 12.21% | 175.56%-163.4pp | 87.62%-75.4pp | 578.59%-566.4pp |
| Employer contribution / active EE | $697 | $3,324-79.0% | $2,761-74.8% | $4,876-85.7% |
| Participant deferral / active EE | $2,617 | $4,185-37.5% | $3,330-21.4% | $5,439-51.9% |
| Admin fee / account holder | $68 | $5,956-98.9% | $3,601-98.1% | $10,886-99.4% |