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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,811 | $65,395-19.2% | $182,540-71.1% | $72,975-27.6% |
| Participation rate | 100.0% | 65.4%+34.6pp | 78.0%+22.0pp | 69.5%+30.5pp |
| Annual return | 103.50% | 27.68%+75.8pp | 148.58%-45.1pp | 81.01%+22.5pp |
| Employer contribution / active EE | $1,412 | $1,911-26.1% | $4,076-65.4% | $2,440-42.1% |
| Participant deferral / active EE | $0 | $3,563-100.0% | $5,525-100.0% | $3,608-100.0% |
| Admin fee / account holder | $0 | $4,245-100.0% | $8,593-100.0% | $5,124-100.0% |