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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,620 | $110,093-68.6% | $97,295-64.4% | $145,897-76.3% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 28.35% | 244.76%-216.4pp | 75.62%-47.3pp | 552.29%-523.9pp |
| Employer contribution / active EE | $3,301 | $3,077+7.3% | $2,723+21.2% | $4,663-29.2% |
| Participant deferral / active EE | $6,827 | $4,678+45.9% | $4,264+60.1% | $6,689+2.1% |
| Admin fee / account holder | $42 | $6,212-99.3% | $5,646-99.3% | $13,390-99.7% |