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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,036 | $150,197-62.7% | $120,368-53.4% | $145,959-61.6% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 30.14% | 154.26%-124.1pp | 107.26%-77.1pp | 561.95%-531.8pp |
| Employer contribution / active EE | $1,956 | $4,350-55.0% | $3,465-43.5% | $4,661-58.0% |
| Participant deferral / active EE | $8,358 | $6,174+35.4% | $4,991+67.5% | $6,689+25.0% |
| Admin fee / account holder | $23 | $12,216-99.8% | $9,429-99.8% | $13,398-99.8% |