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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,392 | $175,231-83.8% | $149,696-81.0% | $139,466-79.6% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 27.53% | 166.77%-139.2pp | 134.46%-106.9pp | 373.66%-346.1pp |
| Employer contribution / active EE | $1,992 | $5,478-63.6% | $4,821-58.7% | $4,754-58.1% |
| Participant deferral / active EE | $9,729 | $6,521+49.2% | $5,682+71.2% | $6,712+45.0% |
| Admin fee / account holder | $20 | $16,155-99.9% | $13,212-99.8% | $11,409-99.8% |