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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,651 | $112,935-80.8% | $90,970-76.2% | $158,966-86.4% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 5.22% | 215.79%-210.6pp | 134.58%-129.4pp | 302.95%-297.7pp |
| Employer contribution / active EE | $1,473 | $2,895-49.1% | $2,122-30.6% | $4,762-69.1% |
| Participant deferral / active EE | $4,213 | $4,129+2.0% | $3,373+24.9% | $5,983-29.6% |
| Admin fee / account holder | $0 | $8,045-100.0% | $5,960-100.0% | $11,250-100.0% |