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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,036 | $150,346-62.7% | $120,524-53.5% | $145,877-61.6% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 30.14% | 154.40%-124.3pp | 107.36%-77.2pp | 551.28%-521.1pp |
| Employer contribution / active EE | $1,956 | $4,353-55.1% | $3,469-43.6% | $4,663-58.0% |
| Participant deferral / active EE | $8,358 | $6,172+35.4% | $4,994+67.4% | $6,691+24.9% |
| Admin fee / account holder | $23 | $12,215-99.8% | $9,440-99.8% | $13,402-99.8% |