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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,449 | $150,207-73.7% | $120,380-67.2% | $145,978-73.0% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 17.52% | 154.28%-136.8pp | 107.28%-89.8pp | 550.52%-533.0pp |
| Employer contribution / active EE | $2,275 | $4,351-47.7% | $3,465-34.4% | $4,662-51.2% |
| Participant deferral / active EE | $2,636 | $6,175-57.3% | $4,992-47.2% | $6,690-60.6% |
| Admin fee / account holder | $176 | $12,203-98.6% | $9,421-98.1% | $13,400-98.7% |