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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,003 | $100,938-50.5% | $90,461-44.7% | $158,982-68.5% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 17.60% | 1727.20%-1709.6pp | 1294.76%-1277.2pp | 302.99%-285.4pp |
| Employer contribution / active EE | $1,291 | $3,691-65.0% | $3,264-60.5% | $4,763-72.9% |
| Participant deferral / active EE | $10,316 | $4,350+137.2% | $3,964+160.2% | $5,983+72.4% |
| Admin fee / account holder | $0 | $6,510-100.0% | $5,617-100.0% | $11,252-100.0% |