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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,527 | $106,918-55.5% | $84,021-43.4% | $152,897-68.9% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.5%+17.5pp |
| Annual return | 26.09% | 105.01%-78.9pp | 71.32%-45.2pp | 345.43%-319.3pp |
| Employer contribution / active EE | $3,432 | $2,735+25.5% | $1,984+73.0% | $4,764-27.9% |
| Participant deferral / active EE | $12,379 | $4,012+208.5% | $3,239+282.2% | $5,851+111.6% |
| Admin fee / account holder | $20 | $8,288-99.8% | $6,102-99.7% | $11,599-99.8% |