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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,378 | $175,259-67.3% | $149,723-61.7% | $139,487-58.9% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 18.83% | 166.82%-148.0pp | 134.50%-115.7pp | 373.84%-355.0pp |
| Employer contribution / active EE | $1,661 | $5,478-69.7% | $4,821-65.6% | $4,755-65.1% |
| Participant deferral / active EE | $7,638 | $6,522+17.1% | $5,682+34.4% | $6,713+13.8% |
| Admin fee / account holder | $94 | $16,158-99.4% | $13,215-99.3% | $11,407-99.2% |